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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,525 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $44,697 | $72,177-38.1% | $115,038-61.1% | $59,633-25.0% |
| Participation rate | 79.4% | 72.6%+6.8pp | 81.4%-2.0pp | 68.7%+10.7pp |
| Annual return | 0.36% | 12.02%-11.7pp | 26.14%-25.8pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $1,807 | $2,841-36.4% | $4,608-60.8% | $2,203-18.0% |
| Participant deferral / active EE | $7,201 | $4,783+50.6% | $6,026+19.5% | $3,192+125.6% |
| Admin fee / account holder | $31 | $4,927-99.4% | $8,175-99.6% | $4,297-99.3% |