Filed December 6, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,230 |
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 | $52,521 | $106,110-50.5% | $147,005-64.3% | $77,671-32.4% |
| Participation rate | 82.0% | 78.4%+3.6pp | 82.2%-0.2pp | 70.6%+11.4pp |
| Annual return | 29.42% | 56.77%-27.4pp | 418.76%-389.3pp | 31.21%-1.8pp |
| Employer contribution / active EE | $2,436 | $4,065-40.1% | $4,934-50.6% | $2,726-10.7% |
| Participant deferral / active EE | $7,967 | $7,992-0.3% | $8,070-1.3% | $4,648+71.4% |
| Admin fee / account holder | $5 | $338-98.6% | $13,006-100.0% | $430-98.9% |