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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,815 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $119,593 | $102,422+16.8% | $147,117-18.7% | $80,959+47.7% |
| Participation rate | 93.0% | 75.9%+17.2pp | 82.2%+10.8pp | 67.7%+25.4pp |
| Annual return | 21.23% | 135.16%-113.9pp | 420.54%-399.3pp | 35.67%-14.4pp |
| Employer contribution / active EE | $1,931 | $3,717-48.1% | $4,932-60.9% | $2,757-30.0% |
| Participant deferral / active EE | $8,534 | $6,652+28.3% | $8,065+5.8% | $4,300+98.4% |
| Admin fee / account holder | $317 | $7,953-96.0% | $12,993-97.6% | $6,925-95.4% |