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 | $3,546 |
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 | $30,630 | $80,177-61.8% | $123,894-75.3% | $57,658-46.9% |
| Participation rate | 61.2% | 74.4%-13.2pp | 81.4%-20.2pp | 70.2%-9.0pp |
| Annual return | 20.75% | 17.90%+2.8pp | 47.52%-26.8pp | 5.13%+15.6pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $6,117 | $5,130+19.2% | $5,984+2.2% | $3,061+99.9% |
| Admin fee / account holder | $7 | $106-93.8% | $8,357-99.9% | $95-93.0% |