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 35-0145825 | Loan Processing | $28,764 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,831 | $85,171-28.6% | $172,753-64.8% | $72,976-16.6% |
| Participation rate | 94.3% | 70.1%+24.2pp | 82.6%+11.6pp | 69.5%+24.8pp |
| Annual return | 16.59% | 27.32%-10.7pp | 803.00%-786.4pp | 81.02%-64.4pp |
| Employer contribution / active EE | $1,660 | $3,324-50.1% | $5,144-67.7% | $2,440-32.0% |
| Participant deferral / active EE | $1,869 | $3,260-42.7% | $5,198-64.0% | $3,608-48.2% |
| Admin fee / account holder | $3 | $5,880-100.0% | $13,956-100.0% | $5,124-99.9% |