Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $84,552 |
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 | $64,937 | $89,093-27.1% | $102,434-36.6% | $77,736-16.5% |
| Participation rate | 89.6% | 80.9%+8.7pp | 76.5%+13.1pp | 70.6%+19.1pp |
| Annual return | 21.15% | 25.03%-3.9pp | 29.46%-8.3pp | 31.26%-10.1pp |
| Employer contribution / active EE | $0 | $2,699-100.0% | $3,023-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $14,260 | $5,147+177.1% | $5,055+182.1% | $4,651+206.6% |
| Admin fee / account holder | $89 | $236-62.3% | $9,462-99.1% | $433-79.5% |