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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,289 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,575 | $79,867-42.9% | $120,344-62.1% | $64,340-29.2% |
| Participation rate | 80.8% | 63.0%+17.9pp | 76.7%+4.1pp | 55.2%+25.6pp |
| Annual return | 20.45% | 21.10%-0.7pp | 20.30%+0.1pp | 24.14%-3.7pp |
| Employer contribution / active EE | $521 | $1,925-73.0% | $3,020-82.8% | $1,862-72.0% |
| Participant deferral / active EE | $5,778 | $3,593+60.8% | $5,135+12.5% | $2,980+93.9% |
| Admin fee / account holder | $67 | $5,039-98.7% | $12,742-99.5% | $3,703-98.2% |