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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,417 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,800 | $58,320-31.8% | $86,438-54.0% | $66,938-40.5% |
| Participation rate | 70.6% | 78.6%-8.0pp | 80.3%-9.8pp | 69.8%+0.7pp |
| Annual return | -0.20% | -9.71%+9.5pp | 4397.19%-4397.4pp | 1.58%-1.8pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $12,195 | $6,899+76.8% | $6,952+75.4% | $4,238+187.7% |
| Admin fee / account holder | $82 | $546-85.0% | $6,733-98.8% | $594-86.2% |