Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,364 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,420 | $72,303-60.7% | $86,698-67.2% | $64,819-56.2% |
| Participation rate | 41.7% | 80.4%-38.7pp | 76.6%-34.9pp | 71.5%-29.8pp |
| Annual return | -9.58% | 392.77%-402.4pp | 35.95%-45.5pp | 32.84%-42.4pp |
| Employer contribution / active EE | $1,046 | $2,393-56.3% | $2,837-63.1% | $2,507-58.3% |
| Participant deferral / active EE | $2,274 | $4,660-51.2% | $4,656-51.2% | $4,311-47.2% |
| Admin fee / account holder | $31 | $174-82.3% | $7,493-99.6% | $188-83.6% |