Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,738 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,820 |
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 | $18,084 | $46,332-61.0% | $143,799-87.4% | $64,819-72.1% |
| Participation rate | 76.1% | 64.2%+11.8pp | 80.3%-4.2pp | 71.5%+4.6pp |
| Annual return | -12.79% | -10.05%-2.7pp | -0.04%-12.7pp | 32.84%-45.6pp |
| Employer contribution / active EE | $606 | $1,911-68.3% | $4,952-87.8% | $2,507-75.8% |
| Participant deferral / active EE | $4,212 | $2,647+59.1% | $5,638-25.3% | $4,311-2.3% |
| Admin fee / account holder | $128 | $154-16.5% | $14,677-99.1% | $188-31.6% |