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 | $923 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,727 | $61,214-59.6% | $83,322-70.3% | $56,287-56.1% |
| Participation rate | 52.4% | 72.6%-20.1pp | 77.8%-25.3pp | 69.9%-17.4pp |
| Annual return | -1.51% | 0.42%-1.9pp | 10.64%-12.1pp | -9.96%+8.5pp |
| Employer contribution / active EE | $5 | $1,925-99.7% | $3,379-99.9% | $2,111-99.8% |
| Participant deferral / active EE | $6,365 | $5,091+25.0% | $5,565+14.4% | $3,350+90.0% |
| Admin fee / account holder | $7 | $512-98.6% | $7,540-99.9% | $521-98.7% |