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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,466 |
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 | $180,231 | $88,137+104.5% | $164,975+9.2% | $74,429+142.2% |
| Participation rate | 85.5% | 73.1%+12.4pp | 78.6%+6.9pp | 67.2%+18.3pp |
| Annual return | 24.25% | 17.13%+7.1pp | 70.12%-45.9pp | 1368.38%-1344.1pp |
| Employer contribution / active EE | $8,858 | $2,597+241.1% | $4,343+104.0% | $2,625+237.5% |
| Participant deferral / active EE | $10,818 | $4,501+140.4% | $6,033+79.3% | $4,348+148.8% |
| Admin fee / account holder | $305 | $2,231-86.3% | $12,688-97.6% | $1,944-84.3% |