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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Service code 27 · EIN 41-1486060 | Advisory (Plan) | $0 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,954 | $86,655-13.5% | $119,608-37.3% | $66,930+12.0% |
| Participation rate | 63.0% | 75.6%-12.6pp | 79.3%-16.3pp | 69.8%-6.8pp |
| Annual return | -17.58% | -8.00%-9.6pp | -14.98%-2.6pp | 1.57%-19.2pp |
| Employer contribution / active EE | $788 | $2,536-68.9% | $4,232-81.4% | $2,545-69.0% |
| Participant deferral / active EE | $2,463 | $4,358-43.5% | $5,601-56.0% | $4,238-41.9% |
| Admin fee / account holder | $431 | $755-42.9% | $10,326-95.8% | $593-27.3% |