Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,056 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,960 | $29,525-5.3% | $56,033-50.1% | $77,736-64.0% |
| Participation rate | 15.8% | 32.7%-16.9pp | 52.5%-36.7pp | 70.6%-54.8pp |
| Annual return | 13.11% | 18.90%-5.8pp | 1711.38%-1698.3pp | 31.26%-18.2pp |
| Employer contribution / active EE | $34 | $569-94.0% | $1,041-96.7% | $2,728-98.7% |
| Participant deferral / active EE | $422 | $1,062-60.3% | $1,954-78.4% | $4,651-90.9% |
| Admin fee / account holder | $143 | $1,040-86.3% | $2,827-95.0% | $433-67.1% |