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 | $19,214 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $10,913 |
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,727 | $62,688-86.1% | $178,528-95.1% | $77,714-88.8% |
| Participation rate | 68.9% | 66.9%+2.0pp | 77.1%-8.2pp | 70.6%-1.7pp |
| Annual return | 37.01% | 16.16%+20.9pp | 27.11%+9.9pp | 31.26%+5.8pp |
| Employer contribution / active EE | $975 | $1,912-49.0% | $3,950-75.3% | $2,727-64.3% |
| Participant deferral / active EE | $1,567 | $4,224-62.9% | $6,278-75.0% | $4,649-66.3% |
| Admin fee / account holder | $53 | $386-86.2% | $10,419-99.5% | $433-87.7% |