Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $806 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $145,820 | $136,307+7.0% | $177,848-18.0% | $73,497+98.4% |
| Participation rate | 94.0% | 86.1%+7.9pp | 87.7%+6.3pp | 70.7%+23.3pp |
| Annual return | 15.95% | 18.68%-2.7pp | 48.33%-32.4pp | 28.51%-12.6pp |
| Employer contribution / active EE | $0 | $3,712-100.0% | $5,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $16,548 | $5,829+183.9% | $7,714+114.5% | $3,740+342.5% |
| Admin fee / account holder | $5 | $596-99.2% | $12,431-100.0% | $513-99.1% |