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 | $3,948 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $79,958 | $42,546+87.9% | $71,796+11.4% | $55,167+44.9% |
| Participation rate | 34.1% | 59.1%-25.0pp | 69.1%-35.0pp | 69.0%-34.9pp |
| Annual return | 6.20% | 12.36%-6.2pp | 78.04%-71.8pp | 169.23%-163.0pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,121 | $2,064+51.2% | $2,794+11.7% | $3,054+2.2% |
| Admin fee / account holder | $72 | $650-88.9% | $4,815-98.5% | $504-85.7% |