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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,883 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,154 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,185 | $58,888-16.5% | $178,499-72.4% | $73,493-33.1% |
| Participation rate | 55.3% | 66.2%-10.9pp | 81.9%-26.6pp | 70.7%-15.3pp |
| Annual return | 12.66% | 24.86%-12.2pp | 151.10%-138.4pp | 28.51%-15.9pp |
| Employer contribution / active EE | $552 | $2,236-75.3% | $5,011-89.0% | $2,270-75.7% |
| Participant deferral / active EE | $3,452 | $2,568+34.4% | $5,202-33.6% | $3,740-7.7% |
| Admin fee / account holder | $399 | $400-0.4% | $13,986-97.1% | $513-22.3% |