Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,681 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,055 | $69,477-12.1% | $94,679-35.5% | $71,495-14.6% |
| Participation rate | 72.9% | 78.4%-5.5pp | 80.8%-7.9pp | 67.9%+5.0pp |
| Annual return | 26.05% | 29.66%-3.6pp | 156.75%-130.7pp | 28.85%-2.8pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $18,837 | $7,345+156.5% | $7,417+154.0% | $4,291+339.0% |
| Admin fee / account holder | $114 | $1,210-90.6% | $7,233-98.4% | $1,588-92.8% |