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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,583 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $360,744 | $65,092+454.2% | $143,799+150.9% | $66,938+438.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -19.94% | -11.14%-8.8pp | -0.04%-19.9pp | 1.58%-21.5pp |
| Employer contribution / active EE | $13,221 | $2,362+459.8% | $4,952+167.0% | $2,545+419.4% |
| Participant deferral / active EE | $9,578 | $2,920+228.0% | $5,638+69.9% | $4,238+126.0% |
| Admin fee / account holder | $355 | $502-29.4% | $14,677-97.6% | $594-40.2% |