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 | $5,464 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $37,940 | $75,388-49.7% | $123,552-69.3% | $55,725-31.9% |
| Participation rate | 60.1% | 75.7%-15.6pp | 82.3%-22.2pp | 70.9%-10.8pp |
| Annual return | 7.34% | 4.48%+2.9pp | 119.20%-111.9pp | 244.93%-237.6pp |
| Employer contribution / active EE | $2,733 | $3,063-10.8% | $4,628-40.9% | $2,078+31.5% |
| Participant deferral / active EE | $5,532 | $5,651-2.1% | $6,426-13.9% | $3,356+64.9% |
| Admin fee / account holder | $9 | $120-92.7% | $9,285-99.9% | $115-92.4% |