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 | $628 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,408 | $85,135-32.6% | $98,920-42.0% | $73,412-21.8% |
| Participation rate | 68.4% | 81.1%-12.8pp | 76.0%-7.7pp | 72.2%-3.8pp |
| Annual return | 29.61% | 19.14%+10.5pp | 196.47%-166.9pp | 59.30%-29.7pp |
| Employer contribution / active EE | $1,563 | $2,721-42.6% | $2,689-41.9% | $2,234-30.0% |
| Participant deferral / active EE | $5,431 | $4,349+24.9% | $4,245+28.0% | $3,806+42.7% |
| Admin fee / account holder | $1 | $139-99.3% | $6,643-100.0% | $158-99.4% |