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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,191 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $9,585 |
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.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,914 | $42,396+8.3% | $67,313-31.8% | $56,287-18.4% |
| Participation rate | 35.4% | 61.0%-25.6pp | 69.1%-33.7pp | 69.9%-34.4pp |
| Annual return | -6.79% | -36.63%+29.8pp | -4.08%-2.7pp | -9.96%+3.2pp |
| Employer contribution / active EE | $174 | $1,414-87.7% | $2,566-93.2% | $2,111-91.8% |
| Participant deferral / active EE | $1,345 | $2,360-43.0% | $3,568-62.3% | $3,350-59.8% |
| Admin fee / account holder | $305 | $510-40.2% | $4,507-93.2% | $521-41.5% |