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 |
|---|---|---|
SENTRY LIFE INSURANCE COMPANY6+ years Service code 37 · EIN 39-6040276 | Loan Processing | $5,010 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,143 | $54,573+12.0% | $90,965-32.8% | $73,493-16.8% |
| Participation rate | 61.4% | 61.2%+0.2pp | 69.0%-7.6pp | 70.7%-9.3pp |
| Annual return | 12.81% | 16.69%-3.9pp | 134.57%-121.8pp | 28.51%-15.7pp |
| Employer contribution / active EE | $411 | $991-58.6% | $2,122-80.7% | $2,270-81.9% |
| Participant deferral / active EE | $3,420 | $2,517+35.9% | $3,373+1.4% | $3,740-8.5% |
| Admin fee / account holder | $48 | $521-90.9% | $5,960-99.2% | $513-90.7% |