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 | $9,527 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $99,716 | $43,504+129.2% | $68,612+45.3% | $56,289+77.2% |
| Participation rate | 63.4% | 67.8%-4.5pp | 72.2%-8.9pp | 69.9%-6.5pp |
| Annual return | -4.60% | -3.15%-1.4pp | -4.63%0pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,697 | $1,525+11.3% | $2,625-35.4% | $2,111-19.6% |
| Participant deferral / active EE | $6,580 | $2,509+162.3% | $3,311+98.7% | $3,350+96.4% |
| Admin fee / account holder | $97 | $515-81.1% | $5,131-98.1% | $521-81.4% |