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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $67,957 |
Service code 55 · EIN 38-2722519 | Other Commissions | $36,770 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,617 | $61,172+15.4% | $185,851-62.0% | $79,389-11.0% |
| Participation rate | 80.9% | 66.6%+14.3pp | 81.7%-0.8pp | 70.7%+10.2pp |
| Annual return | 10.39% | 19.45%-9.1pp | 122.11%-111.7pp | 116.89%-106.5pp |
| Employer contribution / active EE | $369 | $2,321-84.1% | $5,168-92.9% | $2,428-84.8% |
| Participant deferral / active EE | $2,345 | $2,788-15.9% | $5,569-57.9% | $4,046-42.0% |
| Admin fee / account holder | $322 | $710-54.6% | $16,245-98.0% | $626-48.6% |