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 | $200,589 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $37,131 | $130,052-71.4% | $86,698-57.2% | $77,906-52.3% |
| Participation rate | 84.1% | 85.9%-1.8pp | 76.6%+7.6pp | 73.7%+10.4pp |
| Annual return | -16.53% | -12.73%-3.8pp | 35.96%-52.5pp | 12.16%-28.7pp |
| Employer contribution / active EE | $1,993 | $3,214-38.0% | $2,837-29.7% | $2,846-30.0% |
| Participant deferral / active EE | $3,562 | $5,741-37.9% | $4,656-23.5% | $4,805-25.9% |
| Admin fee / account holder | $79 | $132-40.1% | $7,492-98.9% | $133-40.4% |