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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,837 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $22,740 |
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 | $71,521 | $76,112-6.0% | $96,534-25.9% | $71,5110% |
| Participation rate | 80.5% | 74.4%+6.1pp | 76.0%+4.6pp | 67.9%+12.6pp |
| Annual return | 17.14% | 22.81%-5.7pp | 25.88%-8.7pp | 28.86%-11.7pp |
| Employer contribution / active EE | $895 | $2,248-60.2% | $2,965-69.8% | $2,589-65.4% |
| Participant deferral / active EE | $5,105 | $4,217+21.1% | $4,851+5.2% | $4,291+19.0% |
| Admin fee / account holder | $314 | $2,708-88.4% | $8,253-96.2% | $1,588-80.2% |