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 | $12,625 |
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 | $20,174 | $155,795-87.1% | $136,297-85.2% | $69,631-71.0% |
| Participation rate | 80.1% | 75.2%+4.9pp | 81.9%-1.8pp | 70.7%+9.4pp |
| Annual return | 20.48% | 232464.33%-232443.9pp | 5156.19%-5135.7pp | 27571.02%-27550.5pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,891 | $5,394-46.4% | $6,247-53.7% | $3,224-10.3% |
| Admin fee / account holder | $15 | $128-88.0% | $9,244-99.8% | $110-86.1% |