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 | $2,363 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,498 | $74,089-65.6% | $133,975-81.0% | $55,167-53.8% |
| Participation rate | 67.2% | 84.3%-17.0pp | 87.1%-19.8pp | 69.0%-1.7pp |
| Annual return | 15.91% | 12.11%+3.8pp | 29.29%-13.4pp | 169.23%-153.3pp |
| Employer contribution / active EE | $2,886 | $3,064-5.8% | $5,211-44.6% | $1,963+47.1% |
| Participant deferral / active EE | $5,584 | $4,678+19.4% | $6,282-11.1% | $3,054+82.8% |
| Admin fee / account holder | $11 | $458-97.7% | $9,324-99.9% | $504-97.9% |