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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,020 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $13,113 |
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 | $294,888 | $98,776+198.5% | $149,745+96.9% | $79,856+269.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.29% | 27.38%-11.1pp | 276.72%-260.4pp | 31.71%-15.4pp |
| Employer contribution / active EE | $8,606 | $3,217+167.5% | $4,646+85.3% | $2,471+248.3% |
| Participant deferral / active EE | $11,248 | $5,681+98.0% | $6,843+64.4% | $3,741+200.7% |
| Admin fee / account holder | $351 | $6,053-94.2% | $9,312-96.2% | $5,306-93.4% |