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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $700 |
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 | $76,478 | $49,177+55.5% | $79,466-3.8% | $64,173+19.2% |
| Participation rate | 89.7% | 65.0%+24.7pp | 73.3%+16.4pp | 69.6%+20.2pp |
| Annual return | -5.84% | -1.16%-4.7pp | 718.28%-724.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $600 | $2,076-71.1% | $2,800-78.6% | $2,381-74.8% |
| Participant deferral / active EE | $1,604 | $2,821-43.2% | $3,704-56.7% | $3,470-53.8% |
| Admin fee / account holder | $11 | $3,839-99.7% | $5,104-99.8% | $4,887-99.8% |