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 | $4,169 |
FIRST CLEARING LLC2+ years Service code 55 · EIN 23-2384840 | Other Commissions | $1,854 |
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 | $31,533 | $37,044-14.9% | $71,796-56.1% | $57,658-45.3% |
| Participation rate | 31.3% | 61.1%-29.8pp | 69.1%-37.8pp | 70.2%-38.9pp |
| Annual return | 7.96% | 12.64%-4.7pp | 78.04%-70.1pp | 5.13%+2.8pp |
| Employer contribution / active EE | $134 | $720-81.3% | $1,924-93.0% | $1,974-93.2% |
| Participant deferral / active EE | $1,162 | $1,974-41.1% | $2,794-58.4% | $3,061-62.0% |
| Admin fee / account holder | $36 | $101-64.4% | $4,815-99.3% | $95-62.0% |