Filed March 12, 2026
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 | $8,078 |
Annual investment return 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 | $27,652 | $37,418-26.1% | $77,096-64.1% | $77,906-64.5% |
| Participation rate | 91.2% | 46.9%+44.3pp | 67.9%+23.3pp | 73.7%+17.6pp |
| Annual return | -18.27% | -7.13%-11.1pp | 42.35%-60.6pp | 12.16%-30.4pp |
| Employer contribution / active EE | $1,897 | $1,200+58.1% | $2,814-32.6% | $2,846-33.3% |
| Participant deferral / active EE | $6,864 | $2,572+166.9% | $4,429+55.0% | $4,805+42.9% |
| Admin fee / account holder | $5 | $126-95.7% | $5,428-99.9% | $133-95.9% |