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 | $76,794 |
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 | $53,822 | $95,388-43.6% | $125,391-57.1% | $77,906-30.9% |
| Participation rate | 85.8% | 78.6%+7.2pp | 82.4%+3.4pp | 73.7%+12.1pp |
| Annual return | -11.61% | 116.19%-127.8pp | 572.41%-584.0pp | 12.16%-23.8pp |
| Employer contribution / active EE | $4,811 | $3,666+31.2% | $4,816-0.1% | $2,846+69.0% |
| Participant deferral / active EE | $11,011 | $7,711+42.8% | $7,448+47.8% | $4,805+129.1% |
| Admin fee / account holder | $44 | $119-63.2% | $10,009-99.6% | $133-67.1% |