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 | $28,711 |
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 | $66,359 | $99,168-33.1% | $96,534-31.3% | $74,460-10.9% |
| Participation rate | 73.5% | 80.7%-7.2pp | 76.0%-2.5pp | 70.7%+2.7pp |
| Annual return | 18.90% | 22.40%-3.5pp | 25.88%-7.0pp | 34.38%-15.5pp |
| Employer contribution / active EE | $3,017 | $2,570+17.4% | $2,965+1.7% | $2,638+14.4% |
| Participant deferral / active EE | $5,773 | $4,936+16.9% | $4,851+19.0% | $4,530+27.4% |
| Admin fee / account holder | $84 | $225-62.7% | $8,253-99.0% | $348-75.9% |