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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3 years Service code 37 · EIN 04-2647786 | Loan Processing | $46,141 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $26,500 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,198 | $46,339+498.2% | $143,801+92.8% | $64,829+327.6% |
| Participation rate | 95.0% | 64.3%+30.7pp | 80.3%+14.7pp | 71.5%+23.5pp |
| Annual return | -14.23% | -10.05%-4.2pp | -0.04%-14.2pp | 32.85%-47.1pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $2,648-100.0% | $5,639-100.0% | $4,312-100.0% |
| Admin fee / account holder | $59 | $154-61.6% | $14,680-99.6% | $188-68.5% |