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 | $1,427 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,121 | $82,674-62.4% | $125,381-75.2% | $68,486-54.6% |
| Participation rate | 95.2% | 75.1%+20.1pp | 82.4%+12.8pp | 67.9%+27.3pp |
| Annual return | -6.06% | -5.97%-0.1pp | 572.31%-578.4pp | -7.85%+1.8pp |
| Employer contribution / active EE | $12,881 | $3,382+280.9% | $4,815+167.5% | $2,597+396.1% |
| Participant deferral / active EE | $37,509 | $6,111+513.8% | $7,448+403.6% | $4,028+831.3% |
| Admin fee / account holder | $11 | $6,277-99.8% | $10,007-99.9% | $5,404-99.8% |