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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $85,612 |
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.)
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 | $77,720 | $102,661-24.3% | $151,645-48.7% | $66,949+16.1% |
| Participation rate | 95.0% | 85.5%+9.4pp | 87.5%+7.5pp | 69.8%+25.1pp |
| Annual return | -22.96% | -10.81%-12.2pp | 3.34%-26.3pp | 1.57%-24.5pp |
| Employer contribution / active EE | $1,377 | $4,184-67.1% | $6,165-77.7% | $2,545-45.9% |
| Participant deferral / active EE | $11,704 | $6,645+76.1% | $8,363+40.0% | $4,239+176.1% |
| Admin fee / account holder | $304 | $630-51.8% | $11,614-97.4% | $594-48.9% |