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 | $33,431 |
Form 5500 reported that benefits due were not provided when due.
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 | $78,677 | $136,266-42.3% | $90,766-13.3% | $77,906+1.0% |
| Participation rate | 96.1% | 86.6%+9.5pp | 75.7%+20.4pp | 73.7%+22.5pp |
| Annual return | -15.28% | -11.32%-4.0pp | -12.16%-3.1pp | 12.16%-27.4pp |
| Employer contribution / active EE | $2,730 | $4,215-35.2% | $2,922-6.6% | $2,846-4.1% |
| Participant deferral / active EE | $6,391 | $6,353+0.6% | $4,565+40.0% | $4,805+33.0% |
| Admin fee / account holder | $20 | $399-95.1% | $8,446-99.8% | $133-85.2% |