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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,362 |
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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,160 | $117,859-77.8% | $102,438-74.5% | $145,959-82.1% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 10.52% | 31.72%-21.2pp | 29.37%-18.8pp | 561.95%-551.4pp |
| Employer contribution / active EE | $32,685 | $3,615+804.1% | $3,024+981.0% | $4,661+601.3% |
| Participant deferral / active EE | $162,159 | $5,732+2729.0% | $5,054+3108.8% | $6,689+2324.4% |
| Admin fee / account holder | $667 | $13,318-95.0% | $9,448-92.9% | $13,398-95.0% |