Filed October 29, 2025
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 | $133,961 |
PEI1 year Service code 16 · EIN 22-3189064 | Consulting | $48,750 |
Service code 27 · EIN 22-3189064 | Advisory (Plan) | $16,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,784 | $71,106-10.3% | $83,327-23.5% | $75,289-15.3% |
| Participation rate | 93.1% | 82.0%+11.1pp | 77.8%+15.4pp | 72.4%+20.7pp |
| Annual return | -6.68% | -0.56%-6.1pp | 10.64%-17.3pp | -0.04%-6.6pp |
| Employer contribution / active EE | $3,003 | $2,436+23.3% | $3,379-11.1% | $2,405+24.9% |
| Participant deferral / active EE | $7,734 | $6,249+23.8% | $5,565+39.0% | $3,739+106.9% |
| Admin fee / account holder | $68 | $72-6.1% | $7,540-99.1% | $102-33.6% |