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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $41,002 |
Service code 27 · EIN 36-4906731 | Advisory (Plan) | $32,423 |
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 | $87,193 | $101,591-14.2% | $147,096-40.7% | $74,429+17.1% |
| Participation rate | 93.9% | 75.5%+18.4pp | 82.2%+11.8pp | 67.2%+26.7pp |
| Annual return | 16.04% | 8746.45%-8730.4pp | 419.75%-403.7pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $3,154 | $3,813-17.3% | $4,936-36.1% | $2,625+20.2% |
| Participant deferral / active EE | $10,545 | $7,302+44.4% | $8,071+30.7% | $4,348+142.5% |
| Admin fee / account holder | $379 | $1,750-78.3% | $13,005-97.1% | $1,944-80.5% |