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 | $32,672 |
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 | $49,772 | $130,224-61.8% | $197,124-74.8% | $79,634-37.5% |
| Participation rate | 49.9% | 87.8%-38.0pp | 86.7%-36.9pp | 62.5%-12.6pp |
| Annual return | 40.94% | 23.65%+17.3pp | 44.34%-3.4pp | 36.46%+4.5pp |
| Employer contribution / active EE | $0 | $4,314-100.0% | $6,227-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $4,880 | $7,378-33.9% | $9,135-46.6% | $3,835+27.3% |
| Admin fee / account holder | $165 | $254-35.3% | $16,298-99.0% | $1,002-83.6% |