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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $29,697 |
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 | $54,729 | $46,360+18.1% | $147,617-62.9% | $52,331+4.6% |
| Participation rate | 81.3% | 64.9%+16.4pp | 84.6%-3.3pp | 68.1%+13.2pp |
| Annual return | 0.49% | 1.62%-1.1pp | 61.98%-61.5pp | 4.54%-4.1pp |
| Employer contribution / active EE | $2,395 | $2,126+12.6% | $5,564-57.0% | $1,882+27.3% |
| Participant deferral / active EE | $2,185 | $2,258-3.2% | $4,895-55.4% | $3,022-27.7% |
| Admin fee / account holder | $2 | $766-99.8% | $11,612-100.0% | $592-99.7% |