Filed September 17, 2025
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 | $1,775 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,966 | $75,284-37.6% | $91,004-48.4% | $69,631-32.6% |
| Participation rate | 76.4% | 80.4%-4.0pp | 75.6%+0.8pp | 70.7%+5.7pp |
| Annual return | 67.51% | 48.40%+19.1pp | 4.60%+62.9pp | 27571.02%-27503.5pp |
| Employer contribution / active EE | $1,800 | $2,473-27.2% | $2,456-26.7% | $2,032-11.4% |
| Participant deferral / active EE | $5,061 | $3,700+36.8% | $3,548+42.7% | $3,224+57.0% |
| Admin fee / account holder | $6 | $111-94.8% | $5,417-99.9% | $110-94.8% |