Filed March 7, 2019
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 | $23,057 |
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).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,323 | $78,104-40.7% | $117,472-60.6% | $78,104-40.7% |
| Participation rate | 65.7% | 74.5%-8.8pp | 70.6%-4.9pp | 74.5%-8.8pp |
| Annual return | -16.64% | 10.90%-27.5pp | 29.77%-46.4pp | 10.90%-27.5pp |
| Employer contribution / active EE | $1,410 | $3,128-54.9% | $4,180-66.3% | $3,128-54.9% |
| Participant deferral / active EE | $3,005 | $5,089-41.0% | $4,072-26.2% | $5,089-41.0% |
| Admin fee / account holder | $26 | $79-67.5% | $5,646-99.5% | $79-67.5% |