Filed May 4, 2023
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 | $7,744 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $167,092 | $89,670+86.3% | $102,184+63.5% | $89,670+86.3% |
| Participation rate | 92.9% | 71.2%+21.8pp | 82.6%+10.3pp | 71.2%+21.8pp |
| Annual return | 26.91% | 19.66%+7.3pp | 31.58%-4.7pp | 19.66%+7.3pp |
| Employer contribution / active EE | $11,179 | $4,041+176.6% | $3,594+211.1% | $4,041+176.6% |
| Participant deferral / active EE | $26,945 | $3,962+580.0% | $8,309+224.3% | $3,962+580.0% |
| Admin fee / account holder | $2 | $352-99.4% | $11,609-100.0% | $352-99.4% |