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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,762 |
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 | $33,505 | $80,177-58.2% | $123,894-73.0% | $57,658-41.9% |
| Participation rate | 93.7% | 74.4%+19.2pp | 81.4%+12.3pp | 70.2%+23.4pp |
| Annual return | 19.61% | 17.90%+1.7pp | 47.52%-27.9pp | 5.13%+14.5pp |
| Employer contribution / active EE | $2,280 | $2,913-21.7% | $4,617-50.6% | $1,974+15.5% |
| Participant deferral / active EE | $7,102 | $5,130+38.4% | $5,984+18.7% | $3,061+132.0% |
| Admin fee / account holder | $37 | $106-65.1% | $8,357-99.6% | $95-60.7% |