Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,636 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,604 | $92,186+43.8% | $105,624+25.5% | $77,762+70.5% |
| Participation rate | 96.7% | 81.0%+15.7pp | 75.3%+21.4pp | 70.6%+26.1pp |
| Annual return | 19.84% | 17.83%+2.0pp | 116.20%-96.4pp | 31.27%-11.4pp |
| Employer contribution / active EE | $5,839 | $3,376+73.0% | $3,168+84.3% | $2,728+114.0% |
| Participant deferral / active EE | $12,778 | $5,395+136.8% | $5,013+154.9% | $4,651+174.7% |
| Admin fee / account holder | $47 | $219-78.6% | $10,961-99.6% | $433-89.2% |