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| Provider | Service type | Compensation |
|---|---|---|
WHITLEY PENN LLP1 year Service code 10 · EIN 75-2393478 | Accounting | $35,561 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,542 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $63,794 | $75,183-15.1% | $123,894-48.5% | $55,167+15.6% |
| Participation rate | 60.5% | 72.8%-12.3pp | 81.4%-20.9pp | 69.0%-8.5pp |
| Annual return | 6.90% | 19.01%-12.1pp | 47.52%-40.6pp | 169.23%-162.3pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,928 | $5,084+36.3% | $5,984+15.8% | $3,054+126.8% |
| Admin fee / account holder | $522 | $663-21.1% | $8,357-93.7% | $504+3.7% |