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 | $9,939 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,480 | $99,957-46.5% | $149,745-64.3% | $73,497-27.2% |
| Participation rate | 88.1% | 75.7%+12.4pp | 82.5%+5.6pp | 70.7%+17.4pp |
| Annual return | 31.52% | 53.87%-22.4pp | 276.72%-245.2pp | 28.51%+3.0pp |
| Employer contribution / active EE | $3,894 | $3,191+22.0% | $4,646-16.2% | $2,270+71.5% |
| Participant deferral / active EE | $7,938 | $6,073+30.7% | $6,843+16.0% | $3,740+112.3% |
| Admin fee / account holder | $50 | $551-91.0% | $9,312-99.5% | $513-90.3% |