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 | $7,175 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,401 | $88,324-82.6% | $115,037-86.6% | $55,191-72.1% |
| Participation rate | 92.1% | 72.5%+19.5pp | 81.4%+10.7pp | 69.2%+22.9pp |
| Annual return | -0.10% | 6.30%-6.4pp | 26.14%-26.2pp | 10.78%-10.9pp |
| Employer contribution / active EE | $1 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,613 | $5,042-48.2% | $6,026-56.6% | $3,046-14.2% |
| Admin fee / account holder | $10 | $105-90.3% | $8,175-99.9% | $91-88.7% |