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 | $1,330 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,115 | $79,189+121.1% | $102,457+70.9% | $74,400+135.4% |
| Participation rate | 87.3% | 74.8%+12.6pp | 76.5%+10.8pp | 67.2%+20.1pp |
| Annual return | 20.11% | 54.98%-34.9pp | 29.41%-9.3pp | 1367.51%-1347.4pp |
| Employer contribution / active EE | $2,868 | $2,362+21.4% | $3,022-5.1% | $2,624+9.3% |
| Participant deferral / active EE | $8,038 | $4,415+82.1% | $5,054+59.0% | $4,348+84.9% |
| Admin fee / account holder | $144 | $2,002-92.8% | $9,451-98.5% | $1,944-92.6% |