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 | -$13,438 |
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 | $87,601 | $88,324-0.8% | $115,038-23.9% | $55,191+58.7% |
| Participation rate | 93.7% | 72.5%+21.2pp | 81.4%+12.3pp | 69.2%+24.5pp |
| Annual return | 0.12% | 6.30%-6.2pp | 26.14%-26.0pp | 10.78%-10.7pp |
| Employer contribution / active EE | $4,985 | $2,805+77.7% | $4,608+8.2% | $1,899+162.5% |
| Participant deferral / active EE | $7,983 | $5,042+58.3% | $6,026+32.5% | $3,046+162.1% |
| Admin fee / account holder | $12 | $105-88.3% | $8,175-99.8% | $91-86.4% |