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 | $207,990 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,818 | $90,629-80.3% | $91,994-80.6% | $82,204-78.3% |
| Participation rate | 91.5% | 84.5%+7.0pp | 78.6%+12.9pp | 73.4%+18.1pp |
| Annual return | 30.59% | 31.50%-0.9pp | 69.04%-38.4pp | 26.31%+4.3pp |
| Employer contribution / active EE | $1,630 | $3,242-49.7% | $3,453-52.8% | $2,707-39.8% |
| Participant deferral / active EE | $4,328 | $5,951-27.3% | $5,924-26.9% | $4,246+1.9% |
| Admin fee / account holder | $26 | $81-68.1% | $7,744-99.7% | $76-65.8% |