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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,788 |
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 | $25,988 | $51,466-49.5% | $78,778-67.0% | $62,293-58.3% |
| Participation rate | 71.5% | 59.8%+11.7pp | 69.2%+2.3pp | 69.5%+2.0pp |
| Annual return | 17.21% | 19.96%-2.7pp | 35.62%-18.4pp | 28.90%-11.7pp |
| Employer contribution / active EE | $495 | $827-40.1% | $1,986-75.1% | $2,042-75.8% |
| Participant deferral / active EE | $2,423 | $2,147+12.8% | $2,958-18.1% | $3,169-23.5% |
| Admin fee / account holder | $75 | $489-84.6% | $5,134-98.5% | $479-84.3% |