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 | $2,830 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $83,824 | $57,350+46.2% | $83,8500% | $64,181+30.6% |
| Participation rate | 27.0% | 68.6%-41.6pp | 76.1%-49.2pp | 69.6%-42.6pp |
| Annual return | -4.64% | 11.38%-16.0pp | 850.92%-855.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $376 | $2,545-85.2% | $3,631-89.7% | $2,381-84.2% |
| Participant deferral / active EE | $1,744 | $2,993-41.7% | $4,082-57.3% | $3,470-49.7% |
| Admin fee / account holder | $245 | $4,046-93.9% | $5,478-95.5% | $4,887-95.0% |