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 | Loan Processing | $7,944 |
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 | $20,859 | $41,467-49.7% | $67,313-69.0% | $55,725-62.6% |
| Participation rate | 33.4% | 62.5%-29.1pp | 69.1%-35.7pp | 70.9%-37.4pp |
| Annual return | -3.83% | 0.82%-4.6pp | -4.08%+0.3pp | 244.93%-248.8pp |
| Employer contribution / active EE | $300 | $1,316-77.2% | $2,566-88.3% | $2,078-85.6% |
| Participant deferral / active EE | $579 | $2,399-75.9% | $3,568-83.8% | $3,356-82.7% |
| Admin fee / account holder | $30 | $102-70.4% | $4,507-99.3% | $115-73.8% |