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 10 · EIN 11-1558868 | Accounting | $59,155 |
Service code 37 · EIN 04-2647786 | Loan Processing | $51,193 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,749 | $57,606-60.5% | $67,313-66.2% | $75,289-69.8% |
| Participation rate | 79.3% | 68.2%+11.1pp | 69.1%+10.2pp | 72.4%+6.9pp |
| Annual return | -4.29% | -0.47%-3.8pp | -4.08%-0.2pp | -0.04%-4.2pp |
| Employer contribution / active EE | $807 | $2,206-63.4% | $2,566-68.5% | $2,405-66.4% |
| Participant deferral / active EE | $2,543 | $3,195-20.4% | $3,568-28.7% | $3,739-32.0% |
| Admin fee / account holder | $114 | $83+37.9% | $4,507-97.5% | $102+11.5% |