Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,018 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,751 | $77,472-55.1% | $100,415-65.4% | $80,959-57.1% |
| Participation rate | 97.3% | 76.9%+20.3pp | 81.5%+15.8pp | 67.7%+29.6pp |
| Annual return | 18.76% | 37.26%-18.5pp | 49.47%-30.7pp | 35.67%-16.9pp |
| Employer contribution / active EE | $2,609 | $2,800-6.8% | $3,943-33.8% | $2,757-5.4% |
| Participant deferral / active EE | $16,246 | $6,818+138.3% | $8,091+100.8% | $4,300+277.8% |
| Admin fee / account holder | $56 | $5,885-99.1% | $7,906-99.3% | $6,925-99.2% |