Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,491 |
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 | $71,229 | $89,067-20.0% | $102,423-30.5% | $77,714-8.3% |
| Participation rate | 78.6% | 80.9%-2.4pp | 76.5%+2.1pp | 70.6%+8.0pp |
| Annual return | 0.00% | 25.01%-25.0pp | 29.42%-29.4pp | 31.26%-31.3pp |
| Employer contribution / active EE | $4,964 | $2,699+83.9% | $3,023+64.2% | $2,727+82.0% |
| Participant deferral / active EE | $9,834 | $5,147+91.1% | $5,054+94.6% | $4,649+111.5% |
| Admin fee / account holder | $29 | $236-87.9% | $9,455-99.7% | $433-93.4% |