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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 41-1486060 | Advisory (Plan) | $18,514 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,833 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $82,358 | $86,332-4.6% | $125,180-34.2% | $65,185+26.3% |
| Participation rate | 60.6% | 75.3%-14.8pp | 79.8%-19.2pp | 70.2%-9.7pp |
| Annual return | 23.37% | 27.43%-4.1pp | 43.79%-20.4pp | 29.38%-6.0pp |
| Employer contribution / active EE | $743 | $2,040-63.6% | $3,866-80.8% | $2,177-65.9% |
| Participant deferral / active EE | $1,875 | $3,537-47.0% | $4,937-62.0% | $3,514-46.6% |
| Admin fee / account holder | $431 | $609-29.2% | $9,703-95.6% | $847-49.1% |