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 | $146,188 |
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 | $102,058 | $122,128-16.4% | $147,117-30.6% | $200,096-49.0% |
| Participation rate | 82.6% | 78.2%+4.5pp | 82.2%+0.5pp | 72.0%+10.6pp |
| Annual return | 20.68% | 30.58%-9.9pp | 420.54%-399.9pp | 34.26%-13.6pp |
| Employer contribution / active EE | $6,135 | $4,093+49.9% | $4,932+24.4% | $3,038+102.0% |
| Participant deferral / active EE | $15,349 | $8,484+80.9% | $8,065+90.3% | $5,090+201.6% |
| Admin fee / account holder | $80 | $180-55.6% | $12,993-99.4% | $269-70.4% |