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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,563 |
Filed as: INDEPENDENT ADVISOR ALLIANCE Service code 27 · EIN 46-3825461 | Advisory (Plan) | $15,153 |
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 | $44,647 | $34,634+28.9% | $77,100-42.1% | $64,824-31.1% |
| Participation rate | 27.6% | 49.8%-22.2pp | 67.9%-40.3pp | 71.5%-43.9pp |
| Annual return | -17.18% | -5.31%-11.9pp | 42.35%-59.5pp | 32.84%-50.0pp |
| Employer contribution / active EE | $218 | $1,385-84.3% | $2,815-92.3% | $2,507-91.3% |
| Participant deferral / active EE | $874 | $2,553-65.8% | $4,430-80.3% | $4,311-79.7% |
| Admin fee / account holder | $352 | $178+97.6% | $5,443-93.5% | $188+87.6% |