Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,775 |
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 | $130,398 | $88,117+48.0% | $164,928-20.9% | $74,400+75.3% |
| Participation rate | 97.5% | 73.1%+24.4pp | 78.6%+18.9pp | 67.2%+30.3pp |
| Annual return | 14.61% | 17.27%-2.7pp | 70.08%-55.5pp | 1367.51%-1352.9pp |
| Employer contribution / active EE | $7,475 | $2,596+187.9% | $4,343+72.1% | $2,624+184.8% |
| Participant deferral / active EE | $9,975 | $4,501+121.6% | $6,034+65.3% | $4,348+129.4% |
| Admin fee / account holder | $12 | $2,230-99.5% | $12,684-99.9% | $1,944-99.4% |