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 | $20,971 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $119,256 | $55,470+115.0% | $155,556-23.3% | $74,478+60.1% |
| Participation rate | 80.7% | 61.9%+18.8pp | 78.2%+2.5pp | 67.2%+13.5pp |
| Annual return | 14.26% | 269.80%-255.5pp | 64.84%-50.6pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $3,723 | $2,267+64.3% | $4,675-20.4% | $2,626+41.8% |
| Participant deferral / active EE | $7,731 | $2,838+172.4% | $5,631+37.3% | $4,350+77.7% |
| Admin fee / account holder | $372 | $1,744-78.7% | $15,885-97.7% | $1,946-80.9% |