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 | $109,267 |
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 | $86,902 | $122,128-28.8% | $147,080-40.9% | $199,960-56.5% |
| Participation rate | 87.7% | 78.2%+9.5pp | 82.2%+5.5pp | 72.0%+15.7pp |
| Annual return | 25.04% | 30.58%-5.5pp | 420.17%-395.1pp | 34.28%-9.2pp |
| Employer contribution / active EE | $4 | $4,093-99.9% | $4,933-99.9% | $3,036-99.9% |
| Participant deferral / active EE | $21,536 | $8,484+153.8% | $8,066+167.0% | $5,087+323.3% |
| Admin fee / account holder | $56 | $180-68.8% | $12,989-99.6% | $269-79.2% |