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 | $588 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,726 | $99,957-13.2% | $149,745-42.1% | $73,497+18.0% |
| Participation rate | 71.9% | 75.7%-3.8pp | 82.5%-10.6pp | 70.7%+1.2pp |
| Annual return | 14.86% | 53.87%-39.0pp | 276.72%-261.9pp | 28.51%-13.7pp |
| Employer contribution / active EE | $3,154 | $3,191-1.1% | $4,646-32.1% | $2,270+39.0% |
| Participant deferral / active EE | $6,705 | $6,073+10.4% | $6,843-2.0% | $3,740+79.3% |
| Admin fee / account holder | $6 | $551-98.9% | $9,312-99.9% | $513-98.9% |