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 | $2,665 |
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 | $104,571 | $101,672+2.9% | $147,117-28.9% | $74,478+40.4% |
| Participation rate | 90.6% | 75.5%+15.1pp | 82.2%+8.4pp | 67.2%+23.4pp |
| Annual return | 19.68% | 8757.83%-8738.2pp | 420.54%-400.9pp | 1370.56%-1350.9pp |
| Employer contribution / active EE | $6,242 | $3,813+63.7% | $4,932+26.6% | $2,626+137.7% |
| Participant deferral / active EE | $16,002 | $7,305+119.1% | $8,065+98.4% | $4,350+267.8% |
| Admin fee / account holder | $27 | $1,753-98.4% | $12,993-99.8% | $1,946-98.6% |