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 | $2,493 |
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 | $46,425 | $79,184-41.4% | $102,438-54.7% | $74,546-37.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 19.33% | 54.95%-35.6pp | 29.37%-10.0pp | 1366.03%-1346.7pp |
| Employer contribution / active EE | $9,219 | $2,362+290.3% | $3,024+204.9% | $2,624+251.3% |
| Participant deferral / active EE | $18,819 | $4,414+326.3% | $5,054+272.4% | $4,347+332.9% |
| Admin fee / account holder | $17 | $2,001-99.2% | $9,448-99.8% | $1,944-99.1% |