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 | -$1,333 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,119 | $106,110-63.1% | $147,005-73.4% | $77,671-49.6% |
| Participation rate | 70.5% | 78.4%-7.9pp | 82.2%-11.7pp | 70.6%-0.1pp |
| Annual return | 34.16% | 56.77%-22.6pp | 418.76%-384.6pp | 31.21%+2.9pp |
| Employer contribution / active EE | $592 | $4,065-85.4% | $4,934-88.0% | $2,726-78.3% |
| Participant deferral / active EE | $6,695 | $7,992-16.2% | $8,070-17.0% | $4,648+44.1% |
| Admin fee / account holder | $2 | $338-99.5% | $13,006-100.0% | $430-99.6% |