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 | $2,240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,842 | $75,183-47.0% | $123,894-67.8% | $55,167-27.8% |
| Participation rate | 58.6% | 72.8%-14.2pp | 81.4%-22.8pp | 69.0%-10.4pp |
| Annual return | 13.68% | 19.01%-5.3pp | 47.52%-33.8pp | 169.23%-155.6pp |
| Employer contribution / active EE | $1,740 | $2,823-38.4% | $4,617-62.3% | $1,963-11.3% |
| Participant deferral / active EE | $3,382 | $5,084-33.5% | $5,984-43.5% | $3,054+10.7% |
| Admin fee / account holder | $16 | $663-97.6% | $8,357-99.8% | $504-96.8% |