Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,288 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,762 | $79,519-72.6% | $95,960-77.3% | $73,412-70.4% |
| Participation rate | 84.2% | 81.2%+3.0pp | 77.1%+7.1pp | 72.2%+12.0pp |
| Annual return | 0.00% | 19.20%-19.2pp | 91.63%-91.6pp | 59.30%-59.3pp |
| Employer contribution / active EE | $2,168 | $2,048+5.9% | $2,541-14.7% | $2,234-2.9% |
| Participant deferral / active EE | $4,754 | $4,138+14.9% | $4,167+14.1% | $3,806+24.9% |
| Admin fee / account holder | $48 | $184-74.1% | $6,797-99.3% | $158-69.7% |