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 | $49,468-28.5% | $150,298-76.5% | $103,975-66.0% |
| Participation rate | 96.0% | 58.1%+37.9pp | 77.8%+18.2pp | 72.5%+23.5pp |
| Annual return | 16.92% | 38.98%-22.1pp | 62.79%-45.9pp | 19.41%-2.5pp |
| Employer contribution / active EE | $3,390 | $1,670+103.0% | $4,154-18.4% | $3,722-8.9% |
| Participant deferral / active EE | $6,749 | $2,650+154.6% | $5,453+23.8% | $5,343+26.3% |
| Admin fee / account holder | $61 | $385-84.1% | $14,116-99.6% | $332-81.6% |