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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,695 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,594 | $27,826+49.5% | $65,566-36.6% | $71,511-41.8% |
| Participation rate | 82.0% | 57.6%+24.4pp | 64.9%+17.1pp | 67.9%+14.1pp |
| Annual return | 31.88% | 41.56%-9.7pp | 47.40%-15.5pp | 28.86%+3.0pp |
| Employer contribution / active EE | $2,702 | $1,405+92.3% | $1,692+59.7% | $2,589+4.4% |
| Participant deferral / active EE | $9,932 | $1,861+433.7% | $2,832+250.7% | $4,291+131.5% |
| Admin fee / account holder | $315 | $3,850-91.8% | $4,114-92.3% | $1,588-80.2% |