Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,363 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,503 | $79,438+12.7% | $106,555-16.0% | $79,391+12.7% |
| Participation rate | 52.6% | 74.2%-21.6pp | 76.1%-23.5pp | 70.7%-18.1pp |
| Annual return | 16.39% | 18.27%-1.9pp | 26.80%-10.4pp | 116.88%-100.5pp |
| Employer contribution / active EE | $1,715 | $2,235-23.3% | $2,819-39.2% | $2,428-29.4% |
| Participant deferral / active EE | $2,884 | $3,824-24.6% | $4,399-34.4% | $4,046-28.7% |
| Admin fee / account holder | $16 | $523-97.0% | $7,408-99.8% | $627-97.5% |