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 | $1,744 |
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.
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 | $6,134 | $41,467-85.2% | $67,313-90.9% | $55,725-89.0% |
| Participation rate | 88.6% | 62.5%+26.1pp | 69.1%+19.6pp | 70.9%+17.8pp |
| Annual return | -0.62% | 0.82%-1.4pp | -4.08%+3.5pp | 244.93%-245.6pp |
| Employer contribution / active EE | $791 | $1,316-39.9% | $2,566-69.2% | $2,078-61.9% |
| Participant deferral / active EE | $3,426 | $2,399+42.8% | $3,568-4.0% | $3,356+2.1% |
| Admin fee / account holder | $1 | $102-98.8% | $4,507-100.0% | $115-98.9% |