Filed September 20, 2024
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 | $19,019 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,245 | $56,540+6.6% | $185,849-67.6% | $86,821-30.6% |
| Participation rate | 74.2% | 65.5%+8.7pp | 81.7%-7.5pp | 72.3%+1.9pp |
| Annual return | 38.86% | 118.20%-79.3pp | 122.10%-83.2pp | 97.94%-59.1pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,169-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $13,001 | $2,555+408.8% | $5,569+133.5% | $4,132+214.7% |
| Admin fee / account holder | $27 | $150-81.9% | $16,244-99.8% | $170-84.0% |