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 | $1,361 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,703 | $79,209-42.3% | $102,434-55.4% | $74,459-38.6% |
| Participation rate | 71.2% | 74.8%-3.6pp | 76.5%-5.3pp | 67.2%+4.0pp |
| Annual return | 15.40% | 54.98%-39.6pp | 29.46%-14.1pp | 1369.70%-1354.3pp |
| Employer contribution / active EE | $1,364 | $2,362-42.3% | $3,023-54.9% | $2,626-48.1% |
| Participant deferral / active EE | $3,136 | $4,417-29.0% | $5,055-38.0% | $4,350-27.9% |
| Admin fee / account holder | $12 | $2,002-99.4% | $9,462-99.9% | $1,945-99.4% |