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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-2056983 | Advisory (Plan) | $15,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,476 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,287 | $46,722+46.2% | $130,660-47.7% | $65,185+4.8% |
| Participation rate | 56.4% | 60.9%-4.5pp | 71.7%-15.4pp | 70.2%-13.8pp |
| Annual return | 22.74% | 24.17%-1.4pp | 1709.29%-1686.6pp | 29.38%-6.6pp |
| Employer contribution / active EE | $777 | $1,488-47.8% | $4,092-81.0% | $2,177-64.3% |
| Participant deferral / active EE | $2,336 | $2,545-8.2% | $3,603-35.2% | $3,514-33.5% |
| Admin fee / account holder | $312 | $453-31.1% | $5,463-94.3% | $847-63.1% |