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 | $442,065 |
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).
Form 5500 reported that benefits due were not provided when due.
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 | $40,911 | $103,918-60.6% | $94,677-56.8% | $80,187-49.0% |
| Participation rate | 95.2% | 85.8%+9.3pp | 80.8%+14.3pp | 72.9%+22.2pp |
| Annual return | 24.34% | 27.77%-3.4pp | 156.95%-132.6pp | 40.40%-16.1pp |
| Employer contribution / active EE | $2,330 | $3,539-34.2% | $3,673-36.6% | $2,980-21.8% |
| Participant deferral / active EE | $7,584 | $9,528-20.4% | $7,418+2.2% | $5,016+51.2% |
| Admin fee / account holder | $63 | $96-34.2% | $7,222-99.1% | $145-56.3% |