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 | $644 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,033 | $37,245-70.4% | $94,993-88.4% | $77,958-85.8% |
| Participation rate | 26.9% | 56.5%-29.6pp | 73.9%-47.0pp | 71.6%-44.8pp |
| Annual return | 141.45% | 22.72%+118.7pp | 27.14%+114.3pp | 20.87%+120.6pp |
| Employer contribution / active EE | $0 | $894-100.0% | $2,603-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $2,002 | $1,828+9.5% | $3,317-39.6% | $3,537-43.4% |
| Admin fee / account holder | $2 | $59-97.0% | $4,960-100.0% | $97-98.2% |