Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $72,418 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $38,262 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,256 | $95,388-80.9% | $125,363-85.4% | $77,906-76.6% |
| Participation rate | 93.6% | 78.6%+15.0pp | 82.4%+11.2pp | 73.7%+19.9pp |
| Annual return | -4.43% | 116.19%-120.6pp | 572.15%-576.6pp | 12.16%-16.6pp |
| Employer contribution / active EE | $1,321 | $3,666-64.0% | $4,815-72.6% | $2,846-53.6% |
| Participant deferral / active EE | $4,332 | $7,711-43.8% | $7,447-41.8% | $4,805-9.9% |
| Admin fee / account holder | $64 | $119-46.1% | $10,005-99.4% | $133-51.7% |