Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,088 |
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 | $64,347 | $54,674+17.7% | $76,089-15.4% | $74,429-13.5% |
| Participation rate | 86.7% | 60.3%+26.4pp | 69.1%+17.6pp | 67.2%+19.5pp |
| Annual return | 38.25% | 31.89%+6.4pp | 360.94%-322.7pp | 1368.38%-1330.1pp |
| Employer contribution / active EE | $9,722 | $1,781+445.9% | $2,690+261.4% | $2,625+270.4% |
| Participant deferral / active EE | $12,058 | $3,071+292.6% | $4,259+183.1% | $4,348+177.3% |
| Admin fee / account holder | $5 | $2,238-99.8% | $6,418-99.9% | $1,944-99.8% |