Filed January 5, 2018
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 | $78,658 |
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 | $35,276 | $70,106-49.7% | $80,977-56.4% | $63,975-44.9% |
| Participation rate | 96.6% | 79.4%+17.2pp | 75.8%+20.8pp | 71.1%+25.4pp |
| Annual return | 13.68% | 13.93%-0.2pp | 17.11%-3.4pp | 48.65%-35.0pp |
| Employer contribution / active EE | $4,064 | $2,042+99.1% | $3,715+9.4% | $2,182+86.3% |
| Participant deferral / active EE | $7,751 | $5,245+47.8% | $5,696+36.1% | $3,356+130.9% |
| Admin fee / account holder | $42 | $57-25.5% | $5,517-99.2% | $70-39.7% |