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 35-0145825 | Loan Processing | $25,616 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $36,077 | $81,504-55.7% | $102,437-64.8% | $80,959-55.4% |
| Participation rate | 67.3% | 66.9%+0.4pp | 74.5%-7.2pp | 67.7%-0.4pp |
| Annual return | 16.14% | 25.60%-9.5pp | 24.95%-8.8pp | 35.67%-19.5pp |
| Employer contribution / active EE | $1,521 | $3,104-51.0% | $3,871-60.7% | $2,757-44.8% |
| Participant deferral / active EE | $3,109 | $3,871-19.7% | $5,060-38.6% | $4,300-27.7% |
| Admin fee / account holder | $1 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |