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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$249 |
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 | $46,397 | $102,385-54.7% | $147,080-68.5% | $80,935-42.7% |
| Participation rate | 91.8% | 75.9%+15.9pp | 82.2%+9.6pp | 67.7%+24.1pp |
| Annual return | 23.82% | 135.09%-111.3pp | 420.17%-396.3pp | 35.66%-11.8pp |
| Employer contribution / active EE | $6,419 | $3,717+72.7% | $4,933+30.1% | $2,757+132.9% |
| Participant deferral / active EE | $14,470 | $6,651+117.6% | $8,066+79.4% | $4,299+236.5% |
| Admin fee / account holder | -$2 | $7,951-100.0% | $12,989-100.0% | $6,924-100.0% |