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 | -$1,727 |
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 | $57,495 | $88,324-34.9% | $115,038-50.0% | $55,191+4.2% |
| Participation rate | 88.0% | 72.5%+15.4pp | 81.4%+6.6pp | 69.2%+18.8pp |
| Annual return | 0.69% | 6.30%-5.6pp | 26.14%-25.5pp | 10.78%-10.1pp |
| Employer contribution / active EE | $4,127 | $2,805+47.1% | $4,608-10.4% | $1,899+117.3% |
| Participant deferral / active EE | $5,742 | $5,042+13.9% | $6,026-4.7% | $3,046+88.5% |
| Admin fee / account holder | $3 | $105-97.0% | $8,175-100.0% | $91-96.5% |