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 | $24,113 |
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 | $66,637 | $88,122-24.4% | $141,177-52.8% | $67,579-1.4% |
| Participation rate | 69.0% | 76.5%-7.4pp | 82.5%-13.4pp | 71.3%-2.2pp |
| Annual return | 26.06% | 75.40%-49.3pp | 71.40%-45.3pp | 378.56%-352.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $13,217 | $5,958+121.8% | $6,710+97.0% | $3,539+273.4% |
| Admin fee / account holder | $99 | $131-24.7% | $10,263-99.0% | $142-30.7% |