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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,069 |
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 | $71,024 | $79,181-10.3% | $102,423-30.7% | $74,429-4.6% |
| Participation rate | 77.6% | 74.8%+2.8pp | 76.5%+1.1pp | 67.2%+10.3pp |
| Annual return | 20.11% | 54.97%-34.9pp | 29.42%-9.3pp | 1368.38%-1348.3pp |
| Employer contribution / active EE | $2,086 | $2,362-11.7% | $3,023-31.0% | $2,625-20.5% |
| Participant deferral / active EE | $11,334 | $4,416+156.7% | $5,054+124.3% | $4,348+160.7% |
| Admin fee / account holder | $75 | $2,002-96.3% | $9,455-99.2% | $1,944-96.1% |