Filed January 16, 2025
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 | $1,963 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,572 | $47,977+13.7% | $154,108-64.6% | $56,289-3.1% |
| Participation rate | 73.6% | 66.2%+7.4pp | 83.0%-9.5pp | 69.9%+3.7pp |
| Annual return | -6.02% | 3.54%-9.6pp | 735.21%-741.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $996 | $2,169-54.1% | $5,298-81.2% | $2,111-52.8% |
| Participant deferral / active EE | $3,515 | $2,392+46.9% | $5,081-30.8% | $3,350+4.9% |
| Admin fee / account holder | $410 | $438-6.5% | $13,411-96.9% | $521-21.3% |