Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,487 | $101,499-61.1% | $147,005-73.1% | $74,546-47.0% |
| Participation rate | 84.2% | 75.5%+8.7pp | 82.2%+2.0pp | 67.2%+17.0pp |
| Annual return | 40.24% | 8732.34%-8692.1pp | 418.76%-378.5pp | 1366.03%-1325.8pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $12,685 | $7,304+73.7% | $8,070+57.2% | $4,347+191.8% |
| Admin fee / account holder | $2 | $1,748-99.9% | $13,006-100.0% | $1,944-99.9% |