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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,745 |
Service code 27 · EIN 92-1819393 | Advisory (Plan) | $15,000 |
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 | $362,807 | $101,591+257.1% | $147,096+146.6% | $74,429+387.5% |
| Participation rate | 88.3% | 75.5%+12.7pp | 82.2%+6.1pp | 67.2%+21.1pp |
| Annual return | 16.02% | 8746.45%-8730.4pp | 419.75%-403.7pp | 1368.38%-1352.4pp |
| Employer contribution / active EE | $8,048 | $3,813+111.1% | $4,936+63.0% | $2,625+206.6% |
| Participant deferral / active EE | $12,021 | $7,302+64.6% | $8,071+48.9% | $4,348+176.4% |
| Admin fee / account holder | $388 | $1,750-77.9% | $13,005-97.0% | $1,944-80.1% |