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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,323 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $18,848 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $111,577 | $80,992+37.8% | $96,534+15.6% | $75,173+48.4% |
| Participation rate | 38.0% | 71.8%-33.8pp | 76.0%-38.0pp | 67.2%-29.2pp |
| Annual return | 17.52% | 27.05%-9.5pp | 25.88%-8.4pp | 160.72%-143.2pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,454 | $3,929+64.2% | $4,851+33.0% | $4,126+56.4% |
| Admin fee / account holder | $479 | $6,717-92.9% | $8,253-94.2% | $5,651-91.5% |