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 | $46,006 |
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 | $24,544 | $52,188-53.0% | $86,617-71.7% | $74,440-67.0% |
| Participation rate | 78.4% | 66.3%+12.0pp | 71.7%+6.7pp | 70.7%+7.6pp |
| Annual return | 27.64% | 44.46%-16.8pp | 591.91%-564.3pp | 34.37%-6.7pp |
| Employer contribution / active EE | $1,982 | $2,282-13.1% | $3,023-34.4% | $2,638-24.8% |
| Participant deferral / active EE | $4,566 | $3,383+35.0% | $4,437+2.9% | $4,529+0.8% |
| Admin fee / account holder | $89 | $319-72.0% | $5,613-98.4% | $348-74.4% |