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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,533 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,417 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,670 | $73,102-32.1% | $123,553-59.8% | $56,289-11.8% |
| Participation rate | 65.4% | 74.3%-9.0pp | 82.3%-16.9pp | 69.9%-4.5pp |
| Annual return | -8.51% | 3.01%-11.5pp | 119.21%-127.7pp | -9.96%+1.4pp |
| Employer contribution / active EE | $1,609 | $2,977-45.9% | $4,628-65.2% | $2,111-23.8% |
| Participant deferral / active EE | $3,634 | $5,423-33.0% | $6,426-43.4% | $3,350+8.5% |
| Admin fee / account holder | $447 | $554-19.3% | $9,284-95.2% | $521-14.2% |