Filed January 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $181,747 |
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 | $74,128 | $86,338-14.1% | $91,994-19.4% | $77,775-4.7% |
| Participation rate | 96.7% | 82.9%+13.8pp | 78.6%+18.1pp | 73.2%+23.5pp |
| Annual return | 29.28% | 29.65%-0.4pp | 69.04%-39.8pp | 32.58%-3.3pp |
| Employer contribution / active EE | $5,555 | $2,988+85.9% | $3,453+60.9% | $2,504+121.9% |
| Participant deferral / active EE | $11,621 | $6,908+68.2% | $5,924+96.2% | $3,966+193.0% |
| Admin fee / account holder | $69 | $79-12.7% | $7,744-99.1% | $100-30.8% |