Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,461 |
WILMINGTON TRUST4 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $19,242 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,912 | $29,507-22.4% | $56,025-59.1% | $77,762-70.5% |
| Participation rate | 43.7% | 32.7%+11.0pp | 52.5%-8.8pp | 70.6%-26.9pp |
| Annual return | 12.65% | 18.90%-6.2pp | 1712.69%-1700.0pp | 31.27%-18.6pp |
| Employer contribution / active EE | $635 | $570+11.5% | $1,042-39.0% | $2,728-76.7% |
| Participant deferral / active EE | $1,010 | $1,062-4.8% | $1,955-48.3% | $4,651-78.3% |
| Admin fee / account holder | $187 | $1,041-82.0% | $2,828-93.4% | $433-56.7% |