Filed December 6, 2024
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 | $11,581 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $68,222 | $40,113+70.1% | $84,021-18.8% | $77,775-12.3% |
| Participation rate | 38.3% | 62.8%-24.5pp | 69.0%-30.7pp | 73.2%-34.9pp |
| Annual return | 23.74% | 23.27%+0.5pp | 71.32%-47.6pp | 32.58%-8.8pp |
| Employer contribution / active EE | $216 | $847-74.5% | $1,984-89.1% | $2,504-91.4% |
| Participant deferral / active EE | $1,366 | $2,030-32.7% | $3,239-57.8% | $3,966-65.6% |
| Admin fee / account holder | $15 | $92-83.5% | $6,102-99.8% | $100-84.9% |