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 | $2,700 |
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 | $90,349 | $54,320+66.3% | $67,652+33.6% | $52,331+72.7% |
| Participation rate | 96.2% | 73.6%+22.6pp | 75.7%+20.6pp | 68.1%+28.1pp |
| Annual return | 2.01% | 6.81%-4.8pp | 6625.40%-6623.4pp | 4.54%-2.5pp |
| Employer contribution / active EE | $4,180 | $1,544+170.8% | $2,266+84.5% | $1,882+122.2% |
| Participant deferral / active EE | $11,193 | $2,950+279.4% | $3,560+214.4% | $3,022+270.4% |
| Admin fee / account holder | $11 | $527-97.9% | $4,821-99.8% | $592-98.1% |