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 | $907 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,857 | $75,183-81.6% | $123,894-88.8% | $55,167-74.9% |
| Participation rate | 71.6% | 72.8%-1.3pp | 81.4%-9.8pp | 69.0%+2.6pp |
| Annual return | 12.59% | 19.01%-6.4pp | 47.52%-34.9pp | 169.23%-156.6pp |
| Employer contribution / active EE | $5,752 | $2,823+103.7% | $4,617+24.6% | $1,963+193.1% |
| Participant deferral / active EE | $3,031 | $5,084-40.4% | $5,984-49.4% | $3,054-0.8% |
| Admin fee / account holder | $6 | $663-99.0% | $8,357-99.9% | $504-98.7% |