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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $650 |
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 | $49,633 | $98,776-49.8% | $149,745-66.9% | $79,856-37.8% |
| Participation rate | 84.8% | 75.8%+9.0pp | 82.5%+2.3pp | 69.6%+15.1pp |
| Annual return | 45.70% | 27.38%+18.3pp | 276.72%-231.0pp | 31.71%+14.0pp |
| Employer contribution / active EE | $3,501 | $3,217+8.8% | $4,646-24.6% | $2,471+41.7% |
| Participant deferral / active EE | $10,492 | $5,681+84.7% | $6,843+53.3% | $3,741+180.5% |
| Admin fee / account holder | $6 | $6,053-99.9% | $9,312-99.9% | $5,306-99.9% |