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 | $2,834 |
Annual investment return 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 | $129,673 | $80,177+61.7% | $123,894+4.7% | $57,658+124.9% |
| Participation rate | 90.5% | 74.4%+16.1pp | 81.4%+9.1pp | 70.2%+20.3pp |
| Annual return | 6.58% | 17.90%-11.3pp | 47.52%-40.9pp | 5.13%+1.4pp |
| Employer contribution / active EE | $2,217 | $2,913-23.9% | $4,617-52.0% | $1,974+12.3% |
| Participant deferral / active EE | $7,761 | $5,130+51.3% | $5,984+29.7% | $3,061+153.6% |
| Admin fee / account holder | $6 | $106-94.7% | $8,357-99.9% | $95-94.1% |