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 | $176,843 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $92,411 | $96,900-4.6% | $111,392-17.0% | $75,289+22.7% |
| Participation rate | 99.6% | 85.9%+13.7pp | 78.9%+20.7pp | 72.4%+27.2pp |
| Annual return | -3.39% | 1.66%-5.1pp | -2.06%-1.3pp | -0.04%-3.4pp |
| Employer contribution / active EE | $3,687 | $5,520-33.2% | $4,328-14.8% | $2,405+53.3% |
| Participant deferral / active EE | $5,076 | $6,494-21.8% | $5,567-8.8% | $3,739+35.8% |
| Admin fee / account holder | $125 | $105+19.2% | $12,266-99.0% | $102+22.4% |