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 | $3,770 |
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 | $54,865 | $88,324-37.9% | $115,038-52.3% | $55,191-0.6% |
| Participation rate | 62.0% | 72.5%-10.6pp | 81.4%-19.4pp | 69.2%-7.2pp |
| Annual return | 4.82% | 6.30%-1.5pp | 26.14%-21.3pp | 10.78%-6.0pp |
| Employer contribution / active EE | $95 | $2,805-96.6% | $4,608-97.9% | $1,899-95.0% |
| Participant deferral / active EE | $8,287 | $5,042+64.3% | $6,026+37.5% | $3,046+172.0% |
| Admin fee / account holder | $17 | $105-83.8% | $8,175-99.8% | $91-81.2% |