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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,329 |
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 | $68,951 | $93,617-26.3% | $135,982-49.3% | $75,177-8.3% |
| Participation rate | 98.6% | 75.2%+23.4pp | 81.9%+16.6pp | 67.2%+31.4pp |
| Annual return | 32.24% | 30.89%+1.4pp | 68.32%-36.1pp | 160.75%-128.5pp |
| Employer contribution / active EE | $9,986 | $3,538+182.2% | $4,859+105.5% | $2,671+273.9% |
| Participant deferral / active EE | $18,930 | $6,406+195.5% | $7,760+143.9% | $4,126+358.7% |
| Admin fee / account holder | $10 | $6,980-99.9% | $10,767-99.9% | $5,651-99.8% |