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 | $1,901 |
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 | $51,662 | $79,045-34.6% | $100,378-48.5% | $74,429-30.6% |
| Participation rate | 93.6% | 79.4%+14.2pp | 81.5%+12.1pp | 67.2%+26.4pp |
| Annual return | 33.99% | 20.61%+13.4pp | 49.41%-15.4pp | 1368.38%-1334.4pp |
| Employer contribution / active EE | $4,801 | $3,015+59.2% | $3,942+21.8% | $2,625+82.9% |
| Participant deferral / active EE | $12,735 | $7,751+64.3% | $8,087+57.5% | $4,348+192.9% |
| Admin fee / account holder | $28 | $1,335-97.9% | $7,899-99.6% | $1,944-98.6% |