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 | $23,924 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,589 | $66,601+1.5% | $92,909-27.3% | $67,5790% |
| Participation rate | 49.1% | 72.5%-23.4pp | 76.0%-26.9pp | 71.3%-22.2pp |
| Annual return | 20.71% | 92.58%-71.9pp | 109.44%-88.7pp | 378.56%-357.8pp |
| Employer contribution / active EE | $1,278 | $2,775-53.9% | $3,653-65.0% | $2,148-40.5% |
| Participant deferral / active EE | $3,206 | $3,157+1.6% | $4,238-24.3% | $3,539-9.4% |
| Admin fee / account holder | $70 | $199-64.6% | $5,795-98.8% | $142-50.6% |