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 | $3,000 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,327 | $37,196-18.5% | $154,111-80.3% | $55,725-45.6% |
| Participation rate | 25.4% | 64.1%-38.7pp | 83.0%-57.6pp | 70.9%-45.5pp |
| Annual return | 9.48% | 1319.68%-1310.2pp | 735.18%-725.7pp | 244.93%-235.4pp |
| Employer contribution / active EE | $256 | $1,614-84.1% | $5,298-95.2% | $2,078-87.7% |
| Participant deferral / active EE | $922 | $2,068-55.4% | $5,081-81.8% | $3,356-72.5% |
| Admin fee / account holder | $25 | $102-75.6% | $13,411-99.8% | $115-78.5% |