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 | $25,706 |
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 | $105,105 | $88,122+19.3% | $141,200-25.6% | $67,584+55.5% |
| Participation rate | 98.2% | 76.5%+21.8pp | 82.5%+15.8pp | 71.3%+27.0pp |
| Annual return | 26.88% | 75.40%-48.5pp | 71.41%-44.5pp | 378.59%-351.7pp |
| Employer contribution / active EE | $9,637 | $3,224+198.9% | $4,736+103.5% | $2,148+348.7% |
| Participant deferral / active EE | $10,389 | $5,958+74.4% | $6,710+54.8% | $3,540+193.5% |
| Admin fee / account holder | $34 | $131-74.3% | $10,265-99.7% | $142-76.4% |