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 | $6,684 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $73,314 | $68,413+7.2% | $123,105-40.4% | $55,191+32.8% |
| Participation rate | 65.8% | 84.5%-18.7pp | 86.8%-21.0pp | 69.2%-3.3pp |
| Annual return | 5.75% | 6.30%-0.6pp | 13.22%-7.5pp | 10.78%-5.0pp |
| Employer contribution / active EE | $63 | $3,050-97.9% | $5,151-98.8% | $1,899-96.7% |
| Participant deferral / active EE | $8,997 | $4,490+100.4% | $6,229+44.4% | $3,046+195.3% |
| Admin fee / account holder | $4 | $88-94.9% | $9,014-100.0% | $91-95.1% |