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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,492 |
Service code 27 · EIN 45-5608425 | Advisory (Plan) | $23,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $46,709 | $92,076-49.3% | $105,607-55.8% | $77,736-39.9% |
| Participation rate | 28.9% | 81.0%-52.1pp | 75.3%-46.3pp | 70.6%-41.6pp |
| Annual return | 13.72% | 17.84%-4.1pp | 116.11%-102.4pp | 31.26%-17.5pp |
| Employer contribution / active EE | $1,002 | $3,370-70.3% | $3,167-68.4% | $2,728-63.3% |
| Participant deferral / active EE | $2,052 | $5,390-61.9% | $5,011-59.1% | $4,651-55.9% |
| Admin fee / account holder | $390 | $219+78.2% | $10,958-96.4% | $433-9.9% |