Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,163 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,707 | $73,102-18.3% | $123,553-51.7% | $56,289+6.1% |
| Participation rate | 38.9% | 74.3%-35.4pp | 82.3%-43.4pp | 69.9%-30.9pp |
| Annual return | 4.80% | 3.01%+1.8pp | 119.21%-114.4pp | -9.96%+14.8pp |
| Employer contribution / active EE | $782 | $2,977-73.7% | $4,628-83.1% | $2,111-62.9% |
| Participant deferral / active EE | $2,130 | $5,423-60.7% | $6,426-66.9% | $3,350-36.4% |
| Admin fee / account holder | $19 | $554-96.6% | $9,284-99.8% | $521-96.3% |