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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,162 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $26,969 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $56,197 | $64,138-12.4% | $112,258-49.9% | $66,930-16.0% |
| Participation rate | 82.2% | 68.5%+13.8pp | 75.1%+7.2pp | 69.8%+12.4pp |
| Annual return | -11.53% | -13.81%+2.3pp | 27.47%-39.0pp | 1.57%-13.1pp |
| Employer contribution / active EE | $6,245 | $3,006+107.7% | $3,636+71.8% | $2,545+145.4% |
| Participant deferral / active EE | $2,698 | $3,694-27.0% | $4,728-42.9% | $4,238-36.3% |
| Admin fee / account holder | $324 | $625-48.2% | $6,411-94.9% | $593-45.4% |