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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $544 |
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 | $22,701 | $70,002-67.6% | $115,037-80.3% | $52,331-56.6% |
| Participation rate | 96.4% | 72.1%+24.2pp | 81.4%+15.0pp | 68.1%+28.2pp |
| Annual return | 1.35% | 4.04%-2.7pp | 26.14%-24.8pp | 4.54%-3.2pp |
| Employer contribution / active EE | $1,910 | $2,715-29.6% | $4,608-58.5% | $1,882+1.5% |
| Participant deferral / active EE | $4,742 | $4,920-3.6% | $6,026-21.3% | $3,022+56.9% |
| Admin fee / account holder | $3 | $566-99.4% | $8,175-100.0% | $592-99.4% |