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 | $1,313 |
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 | $45,193 | $59,456-24.0% | $93,669-51.8% | $74,429-39.3% |
| Participation rate | 94.0% | 59.6%+34.4pp | 68.7%+25.3pp | 67.2%+26.8pp |
| Annual return | 15.86% | 82.00%-66.1pp | 133.59%-117.7pp | 1368.38%-1352.5pp |
| Employer contribution / active EE | $1,522 | $1,266+20.2% | $2,424-37.2% | $2,625-42.0% |
| Participant deferral / active EE | $4,201 | $3,052+37.7% | $4,416-4.9% | $4,348-3.4% |
| Admin fee / account holder | $11 | $3,026-99.6% | $8,291-99.9% | $1,944-99.4% |