Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,310 |
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,705 | $129,159-67.7% | $184,243-77.4% | $77,714-46.3% |
| Participation rate | 56.6% | 87.4%-30.7pp | 86.8%-30.2pp | 70.6%-13.9pp |
| Annual return | 24.03% | 33.22%-9.2pp | 28.82%-4.8pp | 31.26%-7.2pp |
| Employer contribution / active EE | $1,621 | $4,410-63.2% | $6,427-74.8% | $2,727-40.5% |
| Participant deferral / active EE | $4,578 | $7,305-37.3% | $9,132-49.9% | $4,649-1.5% |
| Admin fee / account holder | $141 | $256-44.8% | $13,914-99.0% | $433-67.4% |