Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,963 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,756 | $79,181+130.8% | $102,423+78.4% | $74,429+145.5% |
| Participation rate | 88.0% | 74.8%+13.2pp | 76.5%+11.5pp | 67.2%+20.7pp |
| Annual return | 25.61% | 54.97%-29.4pp | 29.42%-3.8pp | 1368.38%-1342.8pp |
| Employer contribution / active EE | $6,817 | $2,362+188.7% | $3,023+125.5% | $2,625+159.7% |
| Participant deferral / active EE | $18,049 | $4,416+308.7% | $5,054+257.1% | $4,348+315.1% |
| Admin fee / account holder | -$89 | $2,002-104.5% | $9,455-100.9% | $1,944-104.6% |