Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,399 |
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 | $53,481 | $69,511-23.1% | $94,672-43.5% | $71,529-25.2% |
| Participation rate | 96.4% | 78.4%+17.9pp | 80.8%+15.5pp | 67.9%+28.4pp |
| Annual return | 29.01% | 29.67%-0.7pp | 156.89%-127.9pp | 28.97%0pp |
| Employer contribution / active EE | $2,517 | $2,853-11.8% | $3,673-31.5% | $2,590-2.8% |
| Participant deferral / active EE | $8,357 | $7,348+13.7% | $7,417+12.7% | $4,291+94.7% |
| Admin fee / account holder | $144 | $1,211-88.1% | $7,222-98.0% | $1,588-90.9% |