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 | $36,878 |
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 | $145,255 | $45,119+221.9% | $85,126+70.6% | $74,429+95.2% |
| Participation rate | 96.0% | 49.4%+46.6pp | 67.5%+28.5pp | 67.2%+28.8pp |
| Annual return | 15.53% | 26.28%-10.7pp | 66.63%-51.1pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $6,468 | $1,460+342.9% | $2,731+136.8% | $2,625+146.4% |
| Participant deferral / active EE | $13,147 | $2,738+380.2% | $4,523+190.6% | $4,348+202.3% |
| Admin fee / account holder | $166 | $2,214-92.5% | $6,160-97.3% | $1,944-91.5% |