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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $42,099 |
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 | $23,280 | $47,977-51.5% | $154,111-84.9% | $56,287-58.6% |
| Participation rate | 76.8% | 66.2%+10.6pp | 83.0%-6.3pp | 69.9%+6.9pp |
| Annual return | -5.78% | 3.54%-9.3pp | 735.18%-741.0pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,188 | $2,169-45.2% | $5,298-77.6% | $2,111-43.7% |
| Participant deferral / active EE | $2,181 | $2,392-8.8% | $5,081-57.1% | $3,350-34.9% |
| Admin fee / account holder | $4 | $438-99.2% | $13,411-100.0% | $521-99.3% |