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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,784 |
JP MORGAN SECURITIES LLC1 year Service code 27 · EIN 13-4110995 | Advisory (Plan) | $6,904 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
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 | $50,961 | $58,320-12.6% | $86,438-41.0% | $66,938-23.9% |
| Participation rate | 68.1% | 78.6%-10.5pp | 80.3%-12.2pp | 69.8%-1.7pp |
| Annual return | 17.17% | -9.71%+26.9pp | 4397.19%-4380.0pp | 1.58%+15.6pp |
| Employer contribution / active EE | $409 | $2,615-84.3% | $3,769-89.1% | $2,545-83.9% |
| Participant deferral / active EE | $9,626 | $6,899+39.5% | $6,952+38.5% | $4,238+127.1% |
| Admin fee / account holder | $381 | $546-30.2% | $6,733-94.3% | $594-35.8% |