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 | $5,613 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
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 | $20,562 | $46,423-55.7% | $75,894-72.9% | $67,579-69.6% |
| Participation rate | 58.3% | 63.1%-4.8pp | 69.3%-11.0pp | 71.3%-13.0pp |
| Annual return | 19.09% | 32.29%-13.2pp | 30.76%-11.7pp | 378.56%-359.5pp |
| Employer contribution / active EE | $495 | $1,406-64.8% | $2,501-80.2% | $2,148-77.0% |
| Participant deferral / active EE | $888 | $2,564-65.4% | $3,603-75.4% | $3,539-74.9% |
| Admin fee / account holder | $18 | $132-86.5% | $5,420-99.7% | $142-87.5% |