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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,090 |
Service code 27 · EIN 46-3329350 | Advisory (Plan) | $8,314 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,227 | $60,989-19.3% | $60,899-19.2% | $66,930-26.5% |
| Participation rate | 69.0% | 74.5%-5.4pp | 73.1%-4.1pp | 69.8%-0.8pp |
| Annual return | -19.43% | -9.60%-9.8pp | 16.92%-36.3pp | 1.57%-21.0pp |
| Employer contribution / active EE | $1,987 | $2,661-25.3% | $2,702-26.5% | $2,545-21.9% |
| Participant deferral / active EE | $6,000 | $3,615+66.0% | $3,817+57.2% | $4,238+41.6% |
| Admin fee / account holder | $158 | $338-53.3% | $3,225-95.1% | $593-73.3% |