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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,704 |
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 | $64,912 | $101,499-36.0% | $147,005-55.8% | $74,546-12.9% |
| Participation rate | 91.0% | 75.5%+15.4pp | 82.2%+8.8pp | 67.2%+23.7pp |
| Annual return | 47.24% | 8732.34%-8685.1pp | 418.76%-371.5pp | 1366.03%-1318.8pp |
| Employer contribution / active EE | $1,745 | $3,811-54.2% | $4,934-64.6% | $2,624-33.5% |
| Participant deferral / active EE | $15,807 | $7,304+116.4% | $8,070+95.9% | $4,347+263.6% |
| Admin fee / account holder | -$6 | $1,748-100.3% | $13,006-100.0% | $1,944-100.3% |