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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,841 |
Service code 27 · EIN 35-1729164 | Advisory (Plan) | $14,635 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,066 | $64,119-14.1% | $112,228-50.9% | $66,914-17.7% |
| Participation rate | 67.5% | 68.5%-0.9pp | 75.1%-7.5pp | 69.8%-2.3pp |
| Annual return | -18.53% | -13.81%-4.7pp | 27.45%-46.0pp | 1.58%-20.1pp |
| Employer contribution / active EE | $1,415 | $3,005-52.9% | $3,635-61.1% | $2,544-44.4% |
| Participant deferral / active EE | $2,668 | $3,693-27.7% | $4,728-43.6% | $4,237-37.0% |
| Admin fee / account holder | $396 | $625-36.6% | $6,410-93.8% | $593-33.2% |