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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $41,994 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $31,078 |
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 | $113,061 | $71,230+58.7% | $93,727+20.6% | $80,959+39.7% |
| Participation rate | 97.5% | 60.4%+37.1pp | 68.7%+28.8pp | 67.7%+29.8pp |
| Annual return | 21.07% | 11.26%+9.8pp | 133.83%-112.8pp | 35.67%-14.6pp |
| Employer contribution / active EE | $24,900 | $1,565+1490.8% | $2,421+928.4% | $2,757+803.1% |
| Participant deferral / active EE | $43,948 | $4,037+988.5% | $4,417+895.0% | $4,300+922.0% |
| Admin fee / account holder | $807 | $6,961-88.4% | $8,292-90.3% | $6,925-88.3% |