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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,457 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $17,804 |
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 | $68,387 | $66,813+2.4% | $100,535-32.0% | $73,497-7.0% |
| Participation rate | 90.6% | 77.5%+13.1pp | 79.4%+11.1pp | 70.7%+19.9pp |
| Annual return | 16.72% | 25.70%-9.0pp | 30.90%-14.2pp | 28.51%-11.8pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,419-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,933 | $5,883+17.8% | $6,271+10.5% | $3,740+85.4% |
| Admin fee / account holder | $322 | $512-37.1% | $8,085-96.0% | $513-37.2% |