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 | $21,144 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,965 | $89,274-57.5% | $149,721-74.6% | $77,958-51.3% |
| Participation rate | 72.3% | 87.6%-15.3pp | 87.1%-14.8pp | 71.6%+0.6pp |
| Annual return | 20.54% | 20.36%+0.2pp | 1501.67%-1481.1pp | 20.87%-0.3pp |
| Employer contribution / active EE | $123 | $3,727-96.7% | $5,444-97.7% | $2,310-94.7% |
| Participant deferral / active EE | $2,699 | $5,382-49.9% | $6,568-58.9% | $3,537-23.7% |
| Admin fee / account holder | $7 | $240-97.2% | $11,282-99.9% | $97-93.1% |