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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $956 |
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 | $33,478 | $80,753-58.5% | $136,297-75.4% | $62,293-46.3% |
| Participation rate | 95.3% | 73.5%+21.8pp | 81.9%+13.4pp | 69.5%+25.8pp |
| Annual return | 18.33% | 35.83%-17.5pp | 5156.19%-5137.9pp | 28.90%-10.6pp |
| Employer contribution / active EE | $1,574 | $2,884-45.4% | $4,696-66.5% | $2,042-22.9% |
| Participant deferral / active EE | $5,308 | $5,164+2.8% | $6,247-15.0% | $3,169+67.5% |
| Admin fee / account holder | $5 | $525-99.1% | $9,244-99.9% | $479-99.0% |