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 | $3,028 |
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.
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 | $80,667 | $52,884+52.5% | $84,753-4.8% | $55,167+46.2% |
| Participation rate | 45.2% | 67.5%-22.3pp | 76.6%-31.4pp | 69.0%-23.8pp |
| Annual return | 7.48% | 18.03%-10.6pp | 22.78%-15.3pp | 169.23%-161.8pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,609 | $2,644-1.3% | $3,712-29.7% | $3,054-14.6% |
| Admin fee / account holder | $38 | $581-93.5% | $5,333-99.3% | $504-92.5% |