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 | $319,206 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,260 | $108,617-7.7% | $108,421-7.5% | $93,010+7.8% |
| Participation rate | 96.8% | 83.1%+13.7pp | 80.1%+16.7pp | 73.9%+22.9pp |
| Annual return | 22.96% | 21.63%+1.3pp | 905.61%-882.7pp | 158.70%-135.7pp |
| Employer contribution / active EE | $6,066 | $3,249+86.7% | $3,560+70.4% | $2,705+124.2% |
| Participant deferral / active EE | $12,952 | $7,885+64.3% | $6,564+97.3% | $4,561+184.0% |
| Admin fee / account holder | $87 | $94-6.9% | $7,298-98.8% | $152-42.6% |