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 | $75,036 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $29,915 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,170 | $56,095-64.0% | $178,503-88.7% | $90,274-77.7% |
| Participation rate | 29.6% | 65.6%-35.9pp | 81.9%-52.3pp | 73.4%-43.7pp |
| Annual return | 13.12% | 28.81%-15.7pp | 151.12%-138.0pp | 53.97%-40.9pp |
| Employer contribution / active EE | $142 | $1,572-91.0% | $5,011-97.2% | $2,523-94.4% |
| Participant deferral / active EE | $968 | $2,669-63.7% | $5,202-81.4% | $4,231-77.1% |
| Admin fee / account holder | $145 | $101+44.2% | $13,987-99.0% | $114+27.3% |