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 | $29,946 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,301 | $96,458-28.2% | $136,297-49.2% | $77,958-11.1% |
| Participation rate | 80.4% | 75.4%+5.0pp | 81.9%-1.5pp | 71.6%+8.7pp |
| Annual return | 26.11% | 23.78%+2.3pp | 5156.19%-5130.1pp | 20.87%+5.2pp |
| Employer contribution / active EE | $2,111 | $3,144-32.9% | $4,696-55.0% | $2,310-8.6% |
| Participant deferral / active EE | $9,974 | $5,902+69.0% | $6,247+59.7% | $3,537+182.0% |
| Admin fee / account holder | $17 | $80-78.7% | $9,244-99.8% | $97-82.4% |