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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 92-2678185 | Advisory (Plan) | $51,366 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,834 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,747 | $101,591+8.0% | $147,096-25.4% | $74,429+47.5% |
| Participation rate | 64.5% | 75.5%-11.0pp | 82.2%-17.6pp | 67.2%-2.7pp |
| Annual return | 16.47% | 8746.45%-8730.0pp | 419.75%-403.3pp | 1368.38%-1351.9pp |
| Employer contribution / active EE | $1,411 | $3,813-63.0% | $4,936-71.4% | $2,625-46.2% |
| Participant deferral / active EE | $6,013 | $7,302-17.7% | $8,071-25.5% | $4,348+38.3% |
| Admin fee / account holder | $421 | $1,750-75.9% | $13,005-96.8% | $1,944-78.3% |