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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST4 years Service code 37 · EIN 38-3416104 | Loan Processing | $36,571 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,502 | $79,181-37.5% | $102,423-51.7% | $74,429-33.5% |
| Participation rate | 82.4% | 74.8%+7.6pp | 76.5%+5.9pp | 67.2%+15.1pp |
| Annual return | 12.07% | 54.97%-42.9pp | 29.42%-17.3pp | 1368.38%-1356.3pp |
| Employer contribution / active EE | $311 | $2,362-86.8% | $3,023-89.7% | $2,625-88.1% |
| Participant deferral / active EE | $2,007 | $4,416-54.6% | $5,054-60.3% | $4,348-53.8% |
| Admin fee / account holder | $359 | $2,002-82.1% | $9,455-96.2% | $1,944-81.6% |