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 04-2647786 | Loan Processing | $2,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,422 | $39,819-68.8% | $67,834-81.7% | $57,658-78.5% |
| Participation rate | 0.9% | 61.2%-60.3pp | 68.8%-67.9pp | 70.2%-69.3pp |
| Annual return | 19.87% | 9.19%+10.7pp | 138.47%-118.6pp | 5.13%+14.7pp |
| Employer contribution / active EE | $549 | $1,277-57.0% | $2,403-77.2% | $1,974-72.2% |
| Participant deferral / active EE | $1,839 | $2,209-16.8% | $3,160-41.8% | $3,061-39.9% |
| Admin fee / account holder | $7 | $84-91.4% | $4,622-99.8% | $95-92.4% |