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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,201 |
Filed as: PROCYON ADVISORS LLC Service code 27 · EIN 82-1652002 | Advisory (Plan) | $28,321 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,755 | $101,672-33.4% | $147,117-53.9% | $74,478-9.0% |
| Participation rate | 78.3% | 75.5%+2.8pp | 82.2%-3.9pp | 67.2%+11.1pp |
| Annual return | 24.04% | 8757.83%-8733.8pp | 420.54%-396.5pp | 1370.56%-1346.5pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $18,290 | $7,305+150.4% | $8,065+126.8% | $4,350+320.4% |
| Admin fee / account holder | $359 | $1,753-79.5% | $12,993-97.2% | $1,946-81.5% |