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 | $1,169 |
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 | $137,049 | $84,458+62.3% | $102,184+34.1% | $64,340+113.0% |
| Participation rate | 96.1% | 74.2%+21.9pp | 82.6%+13.5pp | 55.2%+40.8pp |
| Annual return | 27.36% | 45.73%-18.4pp | 31.58%-4.2pp | 24.14%+3.2pp |
| Employer contribution / active EE | $9,524 | $2,412+294.9% | $3,594+165.0% | $1,862+411.6% |
| Participant deferral / active EE | $15,284 | $6,208+146.2% | $8,309+83.9% | $2,980+412.8% |
| Admin fee / account holder | $7 | $2,926-99.8% | $11,609-99.9% | $3,703-99.8% |