Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,263 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,589 | $74,024-72.2% | $78,002-73.6% | $57,658-64.3% |
| Participation rate | 83.7% | 79.7%+4.0pp | 75.5%+8.2pp | 70.2%+13.5pp |
| Annual return | 6.47% | 12.14%-5.7pp | 425.99%-419.5pp | 5.13%+1.3pp |
| Employer contribution / active EE | $218 | $2,365-90.8% | $2,470-91.2% | $1,974-89.0% |
| Participant deferral / active EE | $1,646 | $3,533-53.4% | $3,497-52.9% | $3,061-46.2% |
| Admin fee / account holder | $20 | $93-78.5% | $5,481-99.6% | $95-78.8% |