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 | $725 |
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.
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 | $60,032 | $62,132-3.4% | $185,861-67.7% | $73,497-18.3% |
| Participation rate | 62.4% | 67.8%-5.4pp | 78.0%-15.6pp | 70.7%-8.3pp |
| Annual return | 23.50% | 20.44%+3.1pp | 35.96%-12.5pp | 28.51%-5.0pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,088-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,076 | $3,711+63.7% | $5,634+7.9% | $3,740+62.5% |
| Admin fee / account holder | $5 | $419-98.8% | $9,503-99.9% | $513-99.0% |