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 | $1,025 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $165,763 | $130,294+27.2% | $170,043-2.5% | $71,511+131.8% |
| Participation rate | 76.7% | 86.2%-9.5pp | 87.0%-10.3pp | 67.9%+8.8pp |
| Annual return | 30.69% | 20.36%+10.3pp | 53.40%-22.7pp | 28.86%+1.8pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $6,790-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $16,241 | $6,928+134.4% | $10,410+56.0% | $4,291+278.5% |
| Admin fee / account holder | $8 | $966-99.2% | $12,824-99.9% | $1,588-99.5% |