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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 | $101,653-14.2% | $147,080-40.7% | $74,459+17.1% |
| Participation rate | 93.9% | 75.6%+18.4pp | 82.2%+11.8pp | 67.2%+26.7pp |
| Annual return | 16.04% | 8754.98%-8738.9pp | 420.17%-404.1pp | 1369.70%-1353.7pp |
| Employer contribution / active EE | $3,154 | $3,813-17.3% | $4,933-36.1% | $2,626+20.1% |
| Participant deferral / active EE | $10,545 | $7,304+44.4% | $8,066+30.7% | $4,350+142.4% |
| Admin fee / account holder | $379 | $1,752-78.4% | $12,989-97.1% | $1,945-80.5% |