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 | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $62,120 | $57,108+8.8% | $94,229-34.1% | $52,331+18.7% |
| Participation rate | 54.7% | 72.9%-18.3pp | 78.8%-24.1pp | 68.1%-13.4pp |
| Annual return | 0.36% | 1.47%-1.1pp | 10.68%-10.3pp | 4.54%-4.2pp |
| Employer contribution / active EE | $763 | $1,735-56.0% | $3,587-78.7% | $1,882-59.4% |
| Participant deferral / active EE | $3,834 | $3,040+26.1% | $4,320-11.3% | $3,022+26.9% |
| Admin fee / account holder | $5 | $546-99.1% | $6,269-99.9% | $592-99.2% |