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 | $4,636 |
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.
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 | $52,102 | $50,956+2.2% | $96,570-46.0% | $86,821-40.0% |
| Participation rate | 58.3% | 65.2%-6.9pp | 69.8%-11.5pp | 72.3%-14.0pp |
| Annual return | 11.72% | 21.27%-9.6pp | 37.79%-26.1pp | 97.94%-86.2pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,357-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $2,279 | $2,954-22.9% | $3,849-40.8% | $4,132-44.8% |
| Admin fee / account holder | $28 | $166-83.2% | $6,182-99.5% | $170-83.5% |