Filed May 9, 2020
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 | $14,983 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,890 | $58,969-30.7% | $129,406-68.4% | $77,762-47.4% |
| Participation rate | 58.8% | 59.5%-0.7pp | 69.6%-10.8pp | 70.6%-11.8pp |
| Annual return | 12.09% | 24.78%-12.7pp | 9468.18%-9456.1pp | 31.27%-19.2pp |
| Employer contribution / active EE | $1,079 | $1,959-44.9% | $4,155-74.0% | $2,728-60.5% |
| Participant deferral / active EE | $1,706 | $3,224-47.1% | $4,167-59.1% | $4,651-63.3% |
| Admin fee / account holder | $69 | $593-88.4% | $7,689-99.1% | $433-84.1% |