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 | $1,750 |
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 | $43,212 | $65,376-33.9% | $87,102-50.4% | $65,185-33.7% |
| Participation rate | 88.7% | 75.3%+13.4pp | 76.9%+11.9pp | 70.2%+18.5pp |
| Annual return | 25.89% | 31.27%-5.4pp | 28.19%-2.3pp | 29.38%-3.5pp |
| Employer contribution / active EE | $637 | $1,822-65.0% | $2,521-74.7% | $2,177-70.7% |
| Participant deferral / active EE | $3,981 | $3,388+17.5% | $4,048-1.7% | $3,514+13.3% |
| Admin fee / account holder | $33 | $520-93.6% | $7,491-99.6% | $847-96.1% |