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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,069 |
CROWE LLP1 year Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $16,000 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $14,200 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,540 | $49,471+89.1% | $79,583+17.5% | $66,949+39.7% |
| Participation rate | 66.1% | 61.4%+4.7pp | 69.5%-3.4pp | 69.8%-3.7pp |
| Annual return | -12.85% | 84.30%-97.2pp | 0.16%-13.0pp | 1.57%-14.4pp |
| Employer contribution / active EE | $1,069 | $1,266-15.6% | $2,414-55.7% | $2,545-58.0% |
| Participant deferral / active EE | $5,775 | $3,160+82.8% | $3,986+44.9% | $4,239+36.2% |
| Admin fee / account holder | $399 | $595-32.9% | $6,835-94.2% | $594-32.7% |