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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,746 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,527 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $82,877 | $54,717+51.5% | $86,216-3.9% | $71,511+15.9% |
| Participation rate | 93.2% | 60.1%+33.1pp | 69.0%+24.3pp | 67.9%+25.3pp |
| Annual return | 14.22% | 20.07%-5.8pp | 1169.42%-1155.2pp | 28.86%-14.6pp |
| Employer contribution / active EE | $639 | $1,267-49.6% | $2,382-73.2% | $2,589-75.3% |
| Participant deferral / active EE | $4,114 | $3,110+32.3% | $3,986+3.2% | $4,291-4.1% |
| Admin fee / account holder | $328 | $1,922-82.9% | $6,853-95.2% | $1,588-79.3% |