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 | $600 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,095 | $101,591+11.3% | $147,096-23.1% | $74,429+52.0% |
| Participation rate | 70.4% | 75.5%-5.1pp | 82.2%-11.7pp | 67.2%+3.2pp |
| Annual return | 14.92% | 8746.45%-8731.5pp | 419.75%-404.8pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $715 | $3,813-81.3% | $4,936-85.5% | $2,625-72.8% |
| Participant deferral / active EE | $4,752 | $7,302-34.9% | $8,071-41.1% | $4,348+9.3% |
| Admin fee / account holder | $30 | $1,750-98.3% | $13,005-99.8% | $1,944-98.5% |