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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,234 |
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $40,000 |
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.
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 | $63,836 | $77,962-18.1% | $178,540-64.2% | $80,935-21.1% |
| Participation rate | 91.3% | 65.7%+25.6pp | 77.1%+14.2pp | 67.7%+23.6pp |
| Annual return | -29.34% | 18.10%-47.4pp | 27.15%-56.5pp | 35.66%-65.0pp |
| Employer contribution / active EE | $8,551 | $2,280+275.0% | $3,953+116.3% | $2,757+210.2% |
| Participant deferral / active EE | $17,007 | $4,404+286.2% | $6,281+170.8% | $4,299+295.6% |
| Admin fee / account holder | $326 | $7,156-95.4% | $10,424-96.9% | $6,924-95.3% |