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 | $40,899 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,539 | $34,634-60.9% | $77,096-82.4% | $64,819-79.1% |
| Participation rate | 93.5% | 49.8%+43.7pp | 67.9%+25.6pp | 71.5%+22.0pp |
| Annual return | -20.36% | -5.31%-15.0pp | 42.35%-62.7pp | 32.84%-53.2pp |
| Employer contribution / active EE | $360 | $1,385-74.0% | $2,814-87.2% | $2,507-85.6% |
| Participant deferral / active EE | $2,009 | $2,553-21.3% | $4,429-54.6% | $4,311-53.4% |
| Admin fee / account holder | $119 | $178-33.1% | $5,428-97.8% | $188-36.5% |