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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,452 |
PROSPERA FINANCIAL SERVICES2 years Service code 27 · EIN 75-1832551 | Advisory (Plan) | $16,256 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $15,399 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,203 | $73,848+118.3% | $143,799+12.1% | $68,486+135.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.93% | 0.91%-18.8pp | -0.04%-17.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $18,675 | $3,184+486.4% | $4,952+277.1% | $2,597+619.2% |
| Participant deferral / active EE | $17,614 | $3,385+420.4% | $5,638+212.4% | $4,028+337.3% |
| Admin fee / account holder | $559 | $5,755-90.3% | $14,677-96.2% | $5,404-89.7% |