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 | $394,326 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,353 | $69,238-4.2% | $185,854-64.3% | $101,555-34.7% |
| Participation rate | 66.2% | 73.5%-7.4pp | 81.7%-15.5pp | 74.5%-8.4pp |
| Annual return | 17.33% | 21.26%-3.9pp | 122.12%-104.8pp | 21.00%-3.7pp |
| Employer contribution / active EE | $1,520 | $2,104-27.8% | $5,169-70.6% | $2,972-48.9% |
| Participant deferral / active EE | $5,657 | $3,764+50.3% | $5,569+1.6% | $4,874+16.1% |
| Admin fee / account holder | $87 | $66+30.8% | $16,246-99.5% | $139-37.8% |