Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $150 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,662 | $35,986-48.1% | $77,513-75.9% | $73,493-74.6% |
| Participation rate | 34.3% | 40.8%-6.5pp | 54.2%-19.9pp | 70.7%-36.4pp |
| Annual return | 16.25% | 19.26%-3.0pp | 54.81%-38.6pp | 28.51%-12.3pp |
| Employer contribution / active EE | $1,274 | $557+128.6% | $987+29.1% | $2,270-43.9% |
| Participant deferral / active EE | $1,784 | $1,198+49.0% | $1,861-4.1% | $3,740-52.3% |
| Admin fee / account holder | $2 | $466-99.6% | $2,859-99.9% | $513-99.7% |