Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,006 |
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 | $45,754 | $101,672-55.0% | $147,117-68.9% | $74,478-38.6% |
| Participation rate | 93.7% | 75.5%+18.2pp | 82.2%+11.5pp | 67.2%+26.5pp |
| Annual return | 19.96% | 8757.83%-8737.9pp | 420.54%-400.6pp | 1370.56%-1350.6pp |
| Employer contribution / active EE | $5,338 | $3,813+40.0% | $4,932+8.2% | $2,626+103.3% |
| Participant deferral / active EE | $10,908 | $7,305+49.3% | $8,065+35.3% | $4,350+150.7% |
| Admin fee / account holder | $185 | $1,753-89.4% | $12,993-98.6% | $1,946-90.5% |