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 | $29,323 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,265 | $107,045-69.9% | $108,745-70.3% | $63,975-49.6% |
| Participation rate | 93.4% | 81.9%+11.5pp | 77.7%+15.7pp | 71.1%+22.3pp |
| Annual return | 9.19% | 18.14%-8.9pp | 46.22%-37.0pp | 48.65%-39.5pp |
| Employer contribution / active EE | $699 | $2,651-73.6% | $3,323-79.0% | $2,182-68.0% |
| Participant deferral / active EE | $3,139 | $4,292-26.9% | $5,121-38.7% | $3,356-6.5% |
| Admin fee / account holder | $25 | $67-63.0% | $6,144-99.6% | $70-64.7% |