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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,981 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,518 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,907 | $54,573+53.8% | $90,970-7.8% | $73,497+14.2% |
| Participation rate | 50.9% | 61.2%-10.2pp | 69.0%-18.1pp | 70.7%-19.7pp |
| Annual return | 12.97% | 16.69%-3.7pp | 134.60%-121.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,291 | $2,517+70.5% | $3,373+27.2% | $3,740+14.7% |
| Admin fee / account holder | $419 | $521-19.6% | $5,961-93.0% | $513-18.3% |