Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $33,975 |
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 | $33,688 | $61,166-44.9% | $185,849-81.9% | $79,391-57.6% |
| Participation rate | 69.7% | 66.6%+3.1pp | 81.7%-12.0pp | 70.7%-1.0pp |
| Annual return | 11.94% | 19.45%-7.5pp | 122.10%-110.2pp | 116.88%-104.9pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,169-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,677 | $2,789-4.0% | $5,569-51.9% | $4,046-33.8% |
| Admin fee / account holder | $4 | $710-99.5% | $16,244-100.0% | $627-99.4% |