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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,936 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $22,403 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,790 | $58,320+5.9% | $86,436-28.5% | $66,914-7.7% |
| Participation rate | 86.4% | 78.6%+7.8pp | 80.3%+6.0pp | 69.8%+16.6pp |
| Annual return | -20.85% | -9.71%-11.1pp | 4394.89%-4415.7pp | 1.58%-22.4pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $8,196 | $6,899+18.8% | $6,952+17.9% | $4,237+93.4% |
| Admin fee / account holder | $374 | $546-31.5% | $6,731-94.4% | $593-37.0% |