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 | $76,648 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
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 | $35,360 | $38,006-7.0% | $161,489-78.1% | $89,670-60.6% |
| Participation rate | 96.0% | 55.7%+40.3pp | 78.7%+17.3pp | 71.2%+24.8pp |
| Annual return | 16.92% | 51.85%-34.9pp | 89.72%-72.8pp | 19.66%-2.7pp |
| Employer contribution / active EE | $3,390 | $1,536+120.6% | $4,268-20.6% | $4,041-16.1% |
| Participant deferral / active EE | $6,749 | $1,865+261.8% | $5,630+19.9% | $3,962+70.3% |
| Admin fee / account holder | $61 | $249-75.5% | $16,006-99.6% | $352-82.6% |