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 | $108,186 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $77,871 |
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 | $99,147 | $107,415-7.7% | $135,974-27.1% | $80,157+23.7% |
| Participation rate | 96.5% | 78.0%+18.5pp | 81.9%+14.6pp | 72.9%+23.6pp |
| Annual return | 19.21% | 91.99%-72.8pp | 68.30%-49.1pp | 40.39%-21.2pp |
| Employer contribution / active EE | $3,261 | $3,878-15.9% | $4,859-32.9% | $2,977+9.5% |
| Participant deferral / active EE | $15,531 | $8,189+89.7% | $7,760+100.1% | $5,015+209.7% |
| Admin fee / account holder | $95 | $127-25.1% | $10,767-99.1% | $145-34.3% |