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 | $1,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,226 | $98,776+17.7% | $149,745-22.4% | $79,856+45.5% |
| Participation rate | 57.7% | 75.8%-18.1pp | 82.5%-24.8pp | 69.6%-11.9pp |
| Annual return | 22.70% | 27.38%-4.7pp | 276.72%-254.0pp | 31.71%-9.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,552 | $5,681-2.3% | $6,843-18.9% | $3,741+48.4% |
| Admin fee / account holder | $24 | $6,053-99.6% | $9,312-99.7% | $5,306-99.5% |