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 | $4,661 |
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 | $96,080 | $54,320+76.9% | $67,652+42.0% | $52,331+83.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 15.44% | 6.81%+8.6pp | 6625.40%-6610.0pp | 4.54%+10.9pp |
| Employer contribution / active EE | $1,878 | $1,544+21.7% | $2,266-17.1% | $1,882-0.2% |
| Participant deferral / active EE | $7,234 | $2,950+145.2% | $3,560+103.2% | $3,022+139.4% |
| Admin fee / account holder | $20 | $527-96.2% | $4,821-99.6% | $592-96.7% |