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 | $19,546 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,173 | $75,388-44.1% | $123,552-65.9% | $55,725-24.3% |
| Participation rate | 66.8% | 75.7%-8.9pp | 82.3%-15.5pp | 70.9%-4.1pp |
| Annual return | 4.25% | 4.48%-0.2pp | 119.20%-115.0pp | 244.93%-240.7pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $11,084 | $5,651+96.2% | $6,426+72.5% | $3,356+230.3% |
| Admin fee / account holder | $110 | $120-8.3% | $9,285-98.8% | $115-4.6% |