Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,201 |
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 | $101,094 | $106,110-4.7% | $147,005-31.2% | $77,671+30.2% |
| Participation rate | 90.5% | 78.4%+12.1pp | 82.2%+8.3pp | 70.6%+19.9pp |
| Annual return | 25.60% | 56.77%-31.2pp | 418.76%-393.2pp | 31.21%-5.6pp |
| Employer contribution / active EE | $13,294 | $4,065+227.1% | $4,934+169.4% | $2,726+387.6% |
| Participant deferral / active EE | $18,777 | $7,992+135.0% | $8,070+132.7% | $4,648+304.0% |
| Admin fee / account holder | $26 | $338-92.3% | $13,006-99.8% | $430-94.0% |