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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $766 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,751 | $65,125+50.1% | $143,797-32.0% | $66,949+46.0% |
| Participation rate | 38.0% | 65.2%-27.2pp | 80.3%-42.4pp | 69.8%-31.9pp |
| Annual return | -15.05% | -11.13%-3.9pp | -0.04%-15.0pp | 1.57%-16.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,593 | $2,920-11.2% | $5,638-54.0% | $4,239-38.8% |
| Admin fee / account holder | $8 | $503-98.5% | $14,679-99.9% | $594-98.7% |