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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,977 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $22,140 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,625 | $69,511+1.6% | $94,664-25.4% | $71,511-1.2% |
| Participation rate | 81.9% | 78.4%+3.5pp | 80.8%+1.0pp | 67.9%+13.9pp |
| Annual return | 22.00% | 29.67%-7.7pp | 156.84%-134.8pp | 28.86%-6.9pp |
| Employer contribution / active EE | $4 | $2,853-99.9% | $3,673-99.9% | $2,589-99.8% |
| Participant deferral / active EE | $7,918 | $7,348+7.8% | $7,417+6.7% | $4,291+84.5% |
| Admin fee / account holder | $342 | $1,211-71.7% | $7,222-95.3% | $1,588-78.4% |