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 | $3,472 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $44,447 | $52,884-16.0% | $84,753-47.6% | $55,167-19.4% |
| Participation rate | 35.4% | 67.5%-32.1pp | 76.6%-41.2pp | 69.0%-33.6pp |
| Annual return | 7.44% | 18.03%-10.6pp | 22.78%-15.3pp | 169.23%-161.8pp |
| Employer contribution / active EE | $410 | $2,233-81.6% | $3,574-88.5% | $1,963-79.1% |
| Participant deferral / active EE | $1,470 | $2,644-44.4% | $3,712-60.4% | $3,054-51.9% |
| Admin fee / account holder | $32 | $581-94.5% | $5,333-99.4% | $504-93.6% |