Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,954 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $12,209 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,420 | $37,196-53.2% | $154,108-88.7% | $55,725-68.7% |
| Participation rate | 42.3% | 64.1%-21.8pp | 83.0%-40.8pp | 70.9%-28.6pp |
| Annual return | -5.37% | 1319.68%-1325.1pp | 735.21%-740.6pp | 244.93%-250.3pp |
| Employer contribution / active EE | $502 | $1,614-68.9% | $5,298-90.5% | $2,078-75.9% |
| Participant deferral / active EE | $1,769 | $2,068-14.5% | $5,081-65.2% | $3,356-47.3% |
| Admin fee / account holder | $183 | $102+80.1% | $13,411-98.6% | $115+58.8% |