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 | $149,516 |
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 | $128,599 | $114,195+12.6% | $106,554+20.7% | $93,010+38.3% |
| Participation rate | 98.3% | 86.4%+11.9pp | 76.1%+22.2pp | 73.9%+24.4pp |
| Annual return | 19.80% | 22.18%-2.4pp | 26.80%-7.0pp | 158.70%-138.9pp |
| Employer contribution / active EE | $5,801 | $4,009+44.7% | $2,819+105.8% | $2,705+114.4% |
| Participant deferral / active EE | $17,012 | $5,908+187.9% | $4,398+286.8% | $4,561+273.0% |
| Admin fee / account holder | $95 | $105-9.6% | $7,408-98.7% | $152-37.6% |