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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,116 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $17,939 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,051 | $138,386-66.0% | $184,260-74.5% | $80,935-41.9% |
| Participation rate | 84.0% | 83.9%+0.1pp | 86.8%-2.8pp | 67.7%+16.3pp |
| Annual return | 12.72% | 20.02%-7.3pp | 28.84%-16.1pp | 35.66%-22.9pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,070 | $7,076-14.2% | $9,133-33.5% | $4,299+41.2% |
| Admin fee / account holder | $419 | $10,489-96.0% | $13,898-97.0% | $6,924-94.0% |