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 | $28,639 |
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 | $65,354 | $120,450-45.7% | $159,487-59.0% | $93,010-29.7% |
| Participation rate | 89.4% | 78.0%+11.5pp | 82.8%+6.6pp | 73.9%+15.5pp |
| Annual return | 25.66% | 27.11%-1.4pp | 263.71%-238.0pp | 158.70%-133.0pp |
| Employer contribution / active EE | $4,928 | $3,526+39.8% | $4,831+2.0% | $2,705+82.2% |
| Participant deferral / active EE | $10,811 | $7,283+48.4% | $7,354+47.0% | $4,561+137.0% |
| Admin fee / account holder | $21 | $137-84.8% | $10,804-99.8% | $152-86.3% |