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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,273 |
NFP RETIREMENT INC5+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $29,213 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,551 | $71,878+31.5% | $86,698+9.1% | $68,486+38.1% |
| Participation rate | 95.8% | 72.2%+23.6pp | 76.6%+19.2pp | 67.9%+27.9pp |
| Annual return | -16.66% | 3.53%-20.2pp | 35.95%-52.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $5,451 | $2,173+150.8% | $2,837+92.2% | $2,597+109.9% |
| Participant deferral / active EE | $12,991 | $3,779+243.8% | $4,656+179.0% | $4,028+222.5% |
| Admin fee / account holder | $306 | $6,113-95.0% | $7,493-95.9% | $5,404-94.3% |