Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $82,371 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,432 | $44,764-49.9% | $68,808-67.4% | $64,819-65.4% |
| Participation rate | 46.2% | 64.8%-18.6pp | 69.0%-22.9pp | 71.5%-25.3pp |
| Annual return | -19.08% | -10.91%-8.2pp | -6.37%-12.7pp | 32.84%-51.9pp |
| Employer contribution / active EE | $1,091 | $1,775-38.5% | $2,656-58.9% | $2,507-56.5% |
| Participant deferral / active EE | $2,235 | $3,238-31.0% | $3,942-43.3% | $4,311-48.2% |
| Admin fee / account holder | $161 | $151+6.3% | $4,936-96.7% | $188-14.3% |