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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,456 |
Service code 27 · EIN 04-3630395 | Advisory (Plan) | $12,036 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,215 | $47,922+77.8% | $75,901+12.3% | $65,185+30.7% |
| Participation rate | 32.8% | 63.0%-30.2pp | 69.3%-36.5pp | 70.2%-37.4pp |
| Annual return | 24.38% | 24.12%+0.3pp | 30.76%-6.4pp | 29.38%-5.0pp |
| Employer contribution / active EE | $419 | $1,557-73.1% | $2,501-83.2% | $2,177-80.7% |
| Participant deferral / active EE | $1,059 | $2,550-58.5% | $3,603-70.6% | $3,514-69.8% |
| Admin fee / account holder | $408 | $532-23.2% | $5,420-92.5% | $847-51.8% |