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 | $6,669 |
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 | $99,656 | $90,064+10.7% | $100,415-0.8% | $77,762+28.2% |
| Participation rate | 70.0% | 81.3%-11.3pp | 81.5%-11.5pp | 70.6%-0.6pp |
| Annual return | 20.15% | 20.61%-0.5pp | 49.47%-29.3pp | 31.27%-11.1pp |
| Employer contribution / active EE | $3,100 | $3,043+1.9% | $3,943-21.4% | $2,728+13.6% |
| Participant deferral / active EE | $6,660 | $8,282-19.6% | $8,091-17.7% | $4,651+43.2% |
| Admin fee / account holder | $27 | $172-84.1% | $7,906-99.7% | $433-93.7% |