Filed October 6, 2016
Total covered: 120 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,548 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,266 | $90,410-13.4% | $91,001-14.0% | $77,958+0.4% |
| Participation rate | 65.3% | 86.4%-21.1pp | 75.6%-10.3pp | 71.6%-6.3pp |
| Annual return | 0.00% | 21.34%-21.3pp | 4.60%-4.6pp | 20.87%-20.9pp |
| Employer contribution / active EE | $3,935 | $3,392+16.0% | $2,456+60.2% | $2,310+70.3% |
| Participant deferral / active EE | $3,103 | $4,816-35.6% | $3,547-12.5% | $3,537-12.2% |
| Admin fee / account holder | $6 | $79-92.5% | $5,417-99.9% | $97-93.9% |