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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $369,020 |
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.
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 | $49,972 | $55,730-10.3% | $96,543-48.2% | $96,393-48.2% |
| Participation rate | 45.4% | 82.8%-37.4pp | 74.3%-28.9pp | 71.3%-25.8pp |
| Annual return | 19.83% | 12.78%+7.1pp | 35.75%-15.9pp | 22.88%-3.0pp |
| Employer contribution / active EE | $1,279 | $4,014-68.1% | $3,741-65.8% | $3,239-60.5% |
| Participant deferral / active EE | $3,396 | $3,393+0.1% | $4,880-30.4% | $5,455-37.7% |
| Admin fee / account holder | $62 | $105-40.9% | $6,737-99.1% | $74-15.6% |