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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,335 |
MSL, P.A.1 year Service code 10 · EIN 59-3070669 | Accounting | $11,820 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,099 | $45,109-37.7% | $85,240-67.0% | $77,762-63.9% |
| Participation rate | 50.4% | 48.7%+1.7pp | 67.5%-17.1pp | 70.6%-20.2pp |
| Annual return | 10.88% | 79.55%-68.7pp | 66.75%-55.9pp | 31.27%-20.4pp |
| Employer contribution / active EE | $1,342 | $1,602-16.2% | $2,735-50.9% | $2,728-50.8% |
| Participant deferral / active EE | $909 | $2,814-67.7% | $4,527-79.9% | $4,651-80.5% |
| Admin fee / account holder | $69 | $915-92.5% | $6,165-98.9% | $433-84.1% |