Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $450 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,778 | $88,122-73.0% | $141,177-83.2% | $67,579-64.8% |
| Participation rate | 56.5% | 76.5%-20.0pp | 82.5%-26.0pp | 71.3%-14.8pp |
| Annual return | 0.00% | 75.40%-75.4pp | 71.40%-71.4pp | 378.56%-378.6pp |
| Employer contribution / active EE | $56 | $3,224-98.3% | $4,736-98.8% | $2,148-97.4% |
| Participant deferral / active EE | $5,199 | $5,958-12.7% | $6,710-22.5% | $3,539+46.9% |
| Admin fee / account holder | $2 | $131-98.4% | $10,263-100.0% | $142-98.6% |