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 | $12,953 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $57,207 | $99,957-42.8% | $149,715-61.8% | $73,493-22.2% |
| Participation rate | 58.3% | 75.7%-17.4pp | 82.5%-24.1pp | 70.7%-12.3pp |
| Annual return | 62.31% | 53.87%+8.4pp | 276.66%-214.3pp | 28.51%+33.8pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,923 | $6,073+30.5% | $6,842+15.8% | $3,740+111.9% |
| Admin fee / account holder | $115 | $551-79.1% | $9,310-98.8% | $513-77.5% |