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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 | $88,186+104.4% | $165,071+9.2% | $74,459+142.1% |
| Participation rate | 85.5% | 73.1%+12.4pp | 78.6%+6.9pp | 67.2%+18.3pp |
| Annual return | 24.25% | 17.13%+7.1pp | 70.17%-45.9pp | 1369.70%-1345.5pp |
| Employer contribution / active EE | $8,858 | $2,600+240.7% | $4,347+103.8% | $2,626+237.3% |
| Participant deferral / active EE | $10,818 | $4,505+140.2% | $6,035+79.2% | $4,350+148.7% |
| Admin fee / account holder | $305 | $2,234-86.4% | $12,695-97.6% | $1,945-84.3% |