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 | $1,950 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $71,845 | $45,126+59.2% | $85,187-15.7% | $74,459-3.5% |
| Participation rate | 64.6% | 49.4%+15.2pp | 67.5%-2.9pp | 67.2%-2.6pp |
| Annual return | 9.77% | 26.30%-16.5pp | 66.67%-56.9pp | 1369.70%-1359.9pp |
| Employer contribution / active EE | $797 | $1,460-45.4% | $2,732-70.8% | $2,626-69.6% |
| Participant deferral / active EE | $3,917 | $2,738+43.0% | $4,525-13.4% | $4,350-9.9% |
| Admin fee / account holder | $13 | $2,212-99.4% | $6,162-99.8% | $1,945-99.3% |