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 | $1,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,418 | $52,884+59.6% | $84,753-0.4% | $55,167+53.0% |
| Participation rate | 35.4% | 67.5%-32.2pp | 76.6%-41.2pp | 69.0%-33.6pp |
| Annual return | 6.40% | 18.03%-11.6pp | 22.78%-16.4pp | 169.23%-162.8pp |
| Employer contribution / active EE | $825 | $2,233-63.1% | $3,574-76.9% | $1,963-58.0% |
| Participant deferral / active EE | $2,148 | $2,644-18.8% | $3,712-42.1% | $3,054-29.7% |
| Admin fee / account holder | $11 | $581-98.1% | $5,333-99.8% | $504-97.8% |