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 | $788 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,489 | $45,602+4.1% | $117,529-59.6% | $66,949-29.1% |
| Participation rate | 45.7% | 57.6%-12.0pp | 70.6%-24.9pp | 69.8%-24.2pp |
| Annual return | -19.25% | -16.74%-2.5pp | 29.77%-49.0pp | 1.57%-20.8pp |
| Employer contribution / active EE | $660 | $1,579-58.2% | $4,179-84.2% | $2,545-74.1% |
| Participant deferral / active EE | $3,658 | $2,845+28.6% | $4,072-10.2% | $4,239-13.7% |
| Admin fee / account holder | $14 | $661-97.9% | $5,645-99.8% | $594-97.7% |