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 55 · EIN 35-2552359 | Other Commissions | $54,810 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,074 |
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 | $44,468 | $88,874-50.0% | $123,552-64.0% | $75,289-40.9% |
| Participation rate | 37.0% | 75.9%-38.9pp | 82.3%-45.3pp | 72.4%-35.4pp |
| Annual return | -6.26% | 4.22%-10.5pp | 119.20%-125.5pp | -0.04%-6.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $4,628-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,646 | $6,174-24.7% | $6,426-27.7% | $3,739+24.3% |
| Admin fee / account holder | -$22 | $95-123.3% | $9,285-100.2% | $102-121.5% |