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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,464 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,425 |
TANNER LLC6 years Filed as: TANNER Service code 10 · EIN 20-2253063 | Accounting | $18,321 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,959 | $83,427-34.1% | $115,756-52.5% | $68,486-19.8% |
| Participation rate | 32.4% | 71.9%-39.5pp | 77.1%-44.7pp | 67.9%-35.5pp |
| Annual return | -76.36% | -10.95%-65.4pp | 143.14%-219.5pp | -7.85%-68.5pp |
| Employer contribution / active EE | $2,988 | $3,075-2.8% | $3,793-21.2% | $2,597+15.1% |
| Participant deferral / active EE | $5,938 | $5,355+10.9% | $6,254-5.0% | $4,028+47.4% |
| Admin fee / account holder | $1,083 | $5,708-81.0% | $8,124-86.7% | $5,404-80.0% |