Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $112,736 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,673 | $44,626-60.4% | $86,235-79.5% | $80,169-78.0% |
| Participation rate | 40.6% | 63.5%-23.0pp | 69.0%-28.4pp | 72.9%-32.4pp |
| Annual return | 20.12% | 19.61%+0.5pp | 1170.03%-1149.9pp | 40.39%-20.3pp |
| Employer contribution / active EE | $0 | $1,099-100.0% | $2,381-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $1,548 | $2,769-44.1% | $3,987-61.2% | $5,016-69.1% |
| Admin fee / account holder | $63 | $133-52.5% | $6,856-99.1% | $145-56.4% |