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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,574 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,134 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,058 | $88,137-37.5% | $164,975-66.6% | $74,429-26.0% |
| Participation rate | 51.5% | 73.1%-21.6pp | 78.6%-27.1pp | 67.2%-15.7pp |
| Annual return | 13.68% | 17.13%-3.5pp | 70.12%-56.4pp | 1368.38%-1354.7pp |
| Employer contribution / active EE | $1,437 | $2,597-44.7% | $4,343-66.9% | $2,625-45.2% |
| Participant deferral / active EE | $2,116 | $4,501-53.0% | $6,033-64.9% | $4,348-51.3% |
| Admin fee / account holder | $327 | $2,231-85.4% | $12,688-97.4% | $1,944-83.2% |