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 | $169,997 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,752 | $70,115-11.9% | $70,544-12.5% | $80,157-23.0% |
| Participation rate | 94.6% | 71.7%+23.0pp | 68.4%+26.3pp | 72.9%+21.7pp |
| Annual return | 24.95% | 134.51%-109.6pp | 32.79%-7.8pp | 40.39%-15.4pp |
| Employer contribution / active EE | $9,352 | $3,021+209.6% | $2,976+214.3% | $2,977+214.1% |
| Participant deferral / active EE | $15,284 | $4,495+240.0% | $4,568+234.6% | $5,015+204.8% |
| Admin fee / account holder | $60 | $112-46.9% | $6,427-99.1% | $145-58.9% |