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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,986 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,769 | $69,477-58.6% | $94,679-69.6% | $71,495-59.8% |
| Participation rate | 83.2% | 78.4%+4.8pp | 80.8%+2.4pp | 67.9%+15.3pp |
| Annual return | 43.25% | 29.66%+13.6pp | 156.75%-113.5pp | 28.85%+14.4pp |
| Employer contribution / active EE | $795 | $2,853-72.1% | $3,673-78.4% | $2,589-69.3% |
| Participant deferral / active EE | $3,334 | $7,345-54.6% | $7,417-55.0% | $4,291-22.3% |
| Admin fee / account holder | $48 | $1,210-96.0% | $7,233-99.3% | $1,588-97.0% |