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 | $1,934 |
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 | $47,616 | $78,425-39.3% | $95,956-50.4% | $79,858-40.4% |
| Participation rate | 65.5% | 73.5%-8.0pp | 77.1%-11.6pp | 69.6%-4.2pp |
| Annual return | 11.49% | 19.37%-7.9pp | 91.63%-80.1pp | 31.72%-20.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,487 | $3,440-27.7% | $4,167-40.3% | $3,740-33.5% |
| Admin fee / account holder | $21 | $5,622-99.6% | $6,797-99.7% | $5,306-99.6% |