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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,296 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $92,773 | $86,692+7.0% | $119,634-22.5% | $66,949+38.6% |
| Participation rate | 63.7% | 75.6%-11.8pp | 79.3%-15.5pp | 69.8%-6.1pp |
| Annual return | -16.34% | -8.00%-8.3pp | -14.98%-1.4pp | 1.57%-17.9pp |
| Employer contribution / active EE | $732 | $2,536-71.2% | $4,232-82.7% | $2,545-71.3% |
| Participant deferral / active EE | $2,674 | $4,360-38.7% | $5,601-52.3% | $4,239-36.9% |
| Admin fee / account holder | $767 | $755+1.6% | $10,329-92.6% | $594+29.3% |