Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,704 |
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 | $74,812 | $104,497-28.4% | $159,487-53.1% | $79,389-5.8% |
| Participation rate | 77.5% | 76.6%+0.9pp | 82.8%-5.3pp | 70.7%+6.8pp |
| Annual return | 30.65% | 67.98%-37.3pp | 263.71%-233.1pp | 116.89%-86.2pp |
| Employer contribution / active EE | $2,997 | $3,418-12.3% | $4,831-38.0% | $2,428+23.5% |
| Participant deferral / active EE | $6,910 | $6,468+6.8% | $7,354-6.0% | $4,046+70.8% |
| Admin fee / account holder | $104 | $711-85.4% | $10,804-99.0% | $626-83.4% |