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 | $10,220 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,569 | $60,165-74.1% | $74,184-79.0% | $55,167-71.8% |
| Participation rate | 90.9% | 74.2%+16.7pp | 76.6%+14.2pp | 69.0%+21.9pp |
| Annual return | 6.98% | 10.00%-3.0pp | 17.74%-10.8pp | 169.23%-162.3pp |
| Employer contribution / active EE | $977 | $1,600-38.9% | $2,370-58.8% | $1,963-50.2% |
| Participant deferral / active EE | $2,803 | $2,973-5.7% | $3,550-21.0% | $3,054-8.2% |
| Admin fee / account holder | $36 | $419-91.5% | $5,586-99.4% | $504-92.9% |