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 | $19,659 |
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 | $38,596 | $88,122-56.2% | $141,197-72.7% | $67,582-42.9% |
| Participation rate | 83.2% | 76.5%+6.7pp | 82.5%+0.7pp | 71.3%+11.9pp |
| Annual return | 36.16% | 75.40%-39.2pp | 71.41%-35.2pp | 378.57%-342.4pp |
| Employer contribution / active EE | $3,680 | $3,224+14.1% | $4,736-22.3% | $2,148+71.3% |
| Participant deferral / active EE | $7,819 | $5,958+31.2% | $6,710+16.5% | $3,539+120.9% |
| Admin fee / account holder | $20 | $131-84.4% | $10,265-99.8% | $142-85.7% |