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 | $3,619 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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).
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 | $7,622 | $57,108-86.7% | $94,228-91.9% | $52,331-85.4% |
| Participation rate | 62.0% | 72.9%-10.9pp | 78.8%-16.7pp | 68.1%-6.1pp |
| Annual return | -3.72% | 1.47%-5.2pp | 10.68%-14.4pp | 4.54%-8.3pp |
| Employer contribution / active EE | $1,778 | $1,735+2.5% | $3,587-50.4% | $1,882-5.5% |
| Participant deferral / active EE | $2,282 | $3,040-24.9% | $4,320-47.2% | $3,022-24.5% |
| Admin fee / account holder | $24 | $546-95.6% | $6,269-99.6% | $592-95.9% |