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 | $38,286 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $140,138 | $100,801+39.0% | $149,730-6.4% | $73,412+90.9% |
| Participation rate | 75.5% | 77.7%-2.2pp | 82.5%-7.0pp | 72.2%+3.3pp |
| Annual return | 21.12% | 265.34%-244.2pp | 276.70%-255.6pp | 59.30%-38.2pp |
| Employer contribution / active EE | $2,121 | $3,312-35.9% | $4,645-54.3% | $2,234-5.0% |
| Participant deferral / active EE | $11,513 | $6,404+79.8% | $6,843+68.2% | $3,806+202.5% |
| Admin fee / account holder | $87 | $181-51.9% | $9,310-99.1% | $158-44.9% |