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 | $8,349 |
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 | $72,474 | $91,439-20.7% | $135,974-46.7% | $71,511+1.3% |
| Participation rate | 93.1% | 75.7%+17.5pp | 81.9%+11.2pp | 67.9%+25.2pp |
| Annual return | 29.36% | 29.90%-0.5pp | 68.30%-38.9pp | 28.86%+0.5pp |
| Employer contribution / active EE | $4,832 | $3,705+30.4% | $4,859-0.5% | $2,589+86.6% |
| Participant deferral / active EE | $13,836 | $7,093+95.1% | $7,760+78.3% | $4,291+222.5% |
| Admin fee / account holder | $44 | $1,267-96.5% | $10,767-99.6% | $1,588-97.2% |