Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $140 |
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 | $47,671 | $106,247-55.1% | $147,096-67.6% | $77,714-38.7% |
| Participation rate | 93.5% | 78.4%+15.2pp | 82.2%+11.4pp | 70.6%+23.0pp |
| Annual return | 28.06% | 56.87%-28.8pp | 419.75%-391.7pp | 31.26%-3.2pp |
| Employer contribution / active EE | $3,365 | $4,069-17.3% | $4,936-31.8% | $2,727+23.4% |
| Participant deferral / active EE | $13,857 | $7,996+73.3% | $8,071+71.7% | $4,649+198.1% |
| Admin fee / account holder | $3 | $338-99.0% | $13,005-100.0% | $433-99.2% |