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 | -$75 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,851 | $99,957-38.1% | $149,730-58.7% | $73,493-15.8% |
| Participation rate | 86.6% | 75.7%+10.9pp | 82.5%+4.1pp | 70.7%+15.9pp |
| Annual return | 0.00% | 53.87%-53.9pp | 276.70%-276.7pp | 28.51%-28.5pp |
| Employer contribution / active EE | $2,434 | $3,191-23.7% | $4,645-47.6% | $2,270+7.2% |
| Participant deferral / active EE | $7,419 | $6,073+22.2% | $6,843+8.4% | $3,740+98.4% |
| Admin fee / account holder | -$0 | $551-100.1% | $9,310-100.0% | $513-100.1% |