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 | $1,725 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $192,071 | $104,497+83.8% | $159,487+20.4% | $79,389+141.9% |
| Participation rate | 90.4% | 76.6%+13.8pp | 82.8%+7.6pp | 70.7%+19.7pp |
| Annual return | 12.55% | 67.98%-55.4pp | 263.71%-251.2pp | 116.89%-104.3pp |
| Employer contribution / active EE | $2,713 | $3,418-20.6% | $4,831-43.8% | $2,428+11.7% |
| Participant deferral / active EE | $7,897 | $6,468+22.1% | $7,354+7.4% | $4,046+95.2% |
| Admin fee / account holder | $14 | $711-98.1% | $10,804-99.9% | $626-97.8% |