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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,481 |
Filed as: 1919 INVESTMENT COUNSEL Service code 26 · EIN 26-0103189 | Advisory (Participants) | $18,894 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $273,289 | $89,367+205.8% | $141,191+93.6% | $72,975+274.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.12% | 111.87%-87.8pp | 71.41%-47.3pp | 81.01%-56.9pp |
| Employer contribution / active EE | $9,162 | $3,115+194.1% | $4,736+93.4% | $2,440+275.5% |
| Participant deferral / active EE | $11,091 | $5,419+104.7% | $6,710+65.3% | $3,608+207.4% |
| Admin fee / account holder | $461 | $5,957-92.3% | $10,264-95.5% | $5,124-91.0% |