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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,891 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $22,978 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,576 | $50,956+89.5% | $96,5700% | $86,821+11.2% |
| Participation rate | 37.0% | 65.2%-28.2pp | 69.8%-32.8pp | 72.3%-35.3pp |
| Annual return | 9.95% | 21.27%-11.3pp | 37.79%-27.8pp | 97.94%-88.0pp |
| Employer contribution / active EE | $350 | $1,111-68.5% | $2,357-85.2% | $2,406-85.5% |
| Participant deferral / active EE | $2,126 | $2,954-28.0% | $3,849-44.8% | $4,132-48.5% |
| Admin fee / account holder | $449 | $166+170.2% | $6,182-92.7% | $170+164.5% |