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 | $21,781 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,505 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,829 | $203,209-56.3% | $159,474-44.3% | - |
| Participation rate | 64.6% | 77.0%-12.4pp | 82.8%-18.2pp | - |
| Annual return | 15.46% | 10.23%+5.2pp | 263.68%-248.2pp | - |
| Employer contribution / active EE | $994 | $2,919-66.0% | $4,831-79.4% | - |
| Participant deferral / active EE | $7,068 | $5,954+18.7% | $7,353-3.9% | - |
| Admin fee / account holder | $282 | $10,627-97.3% | $10,802-97.4% | - |