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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,479 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,355 | $82,674+252.4% | $125,381+132.4% | $68,486+325.4% |
| Participation rate | 96.7% | 75.1%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -18.65% | -5.97%-12.7pp | 572.31%-591.0pp | -7.85%-10.8pp |
| Employer contribution / active EE | $8,626 | $3,382+155.1% | $4,815+79.1% | $2,597+232.2% |
| Participant deferral / active EE | $12,227 | $6,111+100.1% | $7,448+64.2% | $4,028+203.6% |
| Admin fee / account holder | $521 | $6,277-91.7% | $10,007-94.8% | $5,404-90.4% |