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 | $3,044 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,991 | $51,447-41.7% | $104,625-71.3% | $73,412-59.1% |
| Participation rate | 92.9% | 68.2%+24.6pp | 74.1%+18.8pp | 72.2%+20.7pp |
| Annual return | 15.68% | 25.06%-9.4pp | 340.60%-324.9pp | 59.30%-43.6pp |
| Employer contribution / active EE | $0 | $1,441-100.0% | $2,681-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $7,260 | $3,058+137.4% | $3,738+94.3% | $3,806+90.8% |
| Admin fee / account holder | $7 | $122-94.0% | $6,465-99.9% | $158-95.3% |