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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $41,708 |
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 | $349,136 | $93,598+273.0% | $135,974+156.8% | $75,173+364.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.82% | 30.89%-10.1pp | 68.30%-47.5pp | 160.72%-139.9pp |
| Employer contribution / active EE | $9,833 | $3,538+177.9% | $4,859+102.4% | $2,671+268.1% |
| Participant deferral / active EE | $14,103 | $6,405+120.2% | $7,760+81.7% | $4,126+241.8% |
| Admin fee / account holder | $520 | $6,978-92.5% | $10,767-95.2% | $5,651-90.8% |