Filed March 10, 2015
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 | $1,175 |
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 | $120,676 | $73,102+65.1% | $123,549-2.3% | $56,287+114.4% |
| Participation rate | 94.6% | 74.3%+20.3pp | 82.3%+12.3pp | 69.9%+24.7pp |
| Annual return | -6.36% | 3.01%-9.4pp | 119.20%-125.6pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,947 | $2,977-34.6% | $4,628-57.9% | $2,111-7.8% |
| Participant deferral / active EE | $9,039 | $5,423+66.7% | $6,426+40.7% | $3,350+169.8% |
| Admin fee / account holder | $27 | $554-95.2% | $9,284-99.7% | $521-94.9% |