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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $64,562 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $51,538 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $190,575 | $58,888+223.6% | $178,499+6.8% | $73,493+159.3% |
| Participation rate | 98.3% | 66.2%+32.0pp | 81.9%+16.3pp | 70.7%+27.6pp |
| Annual return | 23.00% | 24.86%-1.9pp | 151.10%-128.1pp | 28.51%-5.5pp |
| Employer contribution / active EE | $998 | $2,236-55.4% | $5,011-80.1% | $2,270-56.0% |
| Participant deferral / active EE | $7,438 | $2,568+189.7% | $5,202+43.0% | $3,740+98.9% |
| Admin fee / account holder | $509 | $400+27.2% | $13,986-96.4% | $513-0.8% |