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 | $14,398 |
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,410 | $65,376-33.6% | $87,104-50.2% | $65,185-33.4% |
| Participation rate | 73.6% | 75.3%-1.8pp | 76.9%-3.3pp | 70.2%+3.4pp |
| Annual return | 25.20% | 31.27%-6.1pp | 28.19%-3.0pp | 29.38%-4.2pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,494 | $3,388-26.4% | $4,048-38.4% | $3,514-29.0% |
| Admin fee / account holder | $148 | $520-71.6% | $7,491-98.0% | $847-82.6% |