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 | $2,681 |
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 | $60,816 | $56,640+7.4% | $80,977-24.9% | $57,658+5.5% |
| Participation rate | 97.2% | 75.9%+21.3pp | 75.8%+21.3pp | 70.2%+26.9pp |
| Annual return | 8.96% | 19.97%-11.0pp | 17.11%-8.1pp | 5.13%+3.8pp |
| Employer contribution / active EE | $1,541 | $2,085-26.1% | $3,715-58.5% | $1,974-21.9% |
| Participant deferral / active EE | $6,718 | $4,944+35.9% | $5,696+17.9% | $3,061+119.5% |
| Admin fee / account holder | $3 | $87-96.1% | $5,517-99.9% | $95-96.4% |