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 | $3,144 |
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 | $18,622 | $78,529-76.3% | $105,591-82.4% | $74,400-75.0% |
| Participation rate | 87.1% | 72.8%+14.3pp | 75.3%+11.8pp | 67.2%+19.9pp |
| Annual return | 16.29% | 15.94%+0.4pp | 116.43%-100.1pp | 1367.51%-1351.2pp |
| Employer contribution / active EE | $2,300 | $2,522-8.8% | $3,166-27.4% | $2,624-12.4% |
| Participant deferral / active EE | $3,970 | $4,321-8.1% | $5,008-20.7% | $4,348-8.7% |
| Admin fee / account holder | $12 | $2,216-99.5% | $11,024-99.9% | $1,944-99.4% |