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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,055 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $22,226 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,387 | $73,638+9.2% | $108,410-25.8% | $79,393+1.3% |
| Participation rate | 89.6% | 77.4%+12.2pp | 80.1%+9.5pp | 70.7%+18.9pp |
| Annual return | 14.27% | 33.27%-19.0pp | 905.34%-891.1pp | 116.87%-102.6pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,558-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $7,857 | $6,218+26.4% | $6,562+19.7% | $4,046+94.2% |
| Admin fee / account holder | $419 | $638-34.4% | $7,296-94.3% | $627-33.2% |