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 | $17,593 |
LSL CPAS1 year Filed as: LSL Service code 16 203 N BREA BLVD SUITE 203 · BREA, CA 92821 | Consulting | $11,300 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,769 | $79,523-72.6% | $140,019-84.5% | $56,287-61.3% |
| Participation rate | 74.8% | 85.7%-10.9pp | 87.5%-12.7pp | 69.9%+5.0pp |
| Annual return | -4.89% | 2.39%-7.3pp | 651.15%-656.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $1,941 | $3,350-42.1% | $5,605-65.4% | $2,111-8.1% |
| Participant deferral / active EE | $5,740 | $5,129+11.9% | $6,927-17.1% | $3,350+71.4% |
| Admin fee / account holder | $209 | $614-65.9% | $10,705-98.0% | $521-59.8% |