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 | $2,951 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,248 | $57,103-41.8% | $87,502-62.0% | $57,658-42.3% |
| Participation rate | 15.8% | 64.3%-48.5pp | 73.8%-58.0pp | 70.2%-54.4pp |
| Annual return | 3.60% | 12.71%-9.1pp | 12.21%-8.6pp | 5.13%-1.5pp |
| Employer contribution / active EE | $0 | $1,107-100.0% | $2,550-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $728 | $2,250-67.7% | $3,149-76.9% | $3,061-76.2% |
| Admin fee / account holder | $20 | $281-92.9% | $4,221-99.5% | $95-79.0% |