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 55 · EIN 35-2552359 | Other Commissions | $9,215 |
Service code 37 · EIN 04-2647786 | Loan Processing | $294 |
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).
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 | $40,269 | $73,102-44.9% | $123,553-67.4% | $56,289-28.5% |
| Participation rate | 63.6% | 74.3%-10.7pp | 82.3%-18.7pp | 69.9%-6.2pp |
| Annual return | 2.04% | 3.01%-1.0pp | 119.21%-117.2pp | -9.96%+12.0pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $8,365 | $5,423+54.3% | $6,426+30.2% | $3,350+149.7% |
| Admin fee / account holder | $2 | $554-99.6% | $9,284-100.0% | $521-99.6% |