Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,489 | $101,539-60.1% | $147,041-72.5% | $74,400-45.6% |
| Participation rate | 59.7% | 75.5%-15.8pp | 82.2%-22.5pp | 67.2%-7.5pp |
| Annual return | 21.23% | 8740.84%-8719.6pp | 419.21%-398.0pp | 1367.51%-1346.3pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $6,926 | $7,304-5.2% | $8,071-14.2% | $4,348+59.3% |
| Admin fee / account holder | $3 | $1,749-99.8% | $13,006-100.0% | $1,944-99.8% |