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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,956 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,344 | $34,634-61.5% | $77,096-82.7% | $64,819-79.4% |
| Participation rate | 82.1% | 49.8%+32.2pp | 67.9%+14.1pp | 71.5%+10.6pp |
| Annual return | 75.76% | -5.31%+81.1pp | 42.35%+33.4pp | 32.84%+42.9pp |
| Employer contribution / active EE | $1,006 | $1,385-27.4% | $2,814-64.3% | $2,507-59.9% |
| Participant deferral / active EE | $2,418 | $2,553-5.3% | $4,429-45.4% | $4,311-43.9% |
| Admin fee / account holder | $73 | $178-59.3% | $5,428-98.7% | $188-61.4% |