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 | $29,121 |
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.
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 | $31,898 | $35,366-9.8% | $90,655-64.8% | $75,289-57.6% |
| Participation rate | 30.7% | 57.3%-26.6pp | 74.0%-43.3pp | 72.4%-41.7pp |
| Annual return | 5.13% | -2.19%+7.3pp | 1.89%+3.2pp | -0.04%+5.2pp |
| Employer contribution / active EE | $0 | $916-100.0% | $2,532-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,097 | $1,998-45.1% | $3,425-68.0% | $3,739-70.7% |
| Admin fee / account holder | $23 | $59-60.9% | $4,994-99.5% | $102-77.4% |