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 | $20,075 |
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 | $59,061 | $95,369-38.1% | $135,942-56.6% | $74,440-20.7% |
| Participation rate | 97.8% | 78.2%+19.6pp | 81.9%+15.9pp | 70.7%+27.1pp |
| Annual return | 27.05% | 32.72%-5.7pp | 68.28%-41.2pp | 34.37%-7.3pp |
| Employer contribution / active EE | $9,803 | $3,878+152.8% | $4,858+101.8% | $2,638+271.6% |
| Participant deferral / active EE | $10,948 | $7,788+40.6% | $7,759+41.1% | $4,529+141.7% |
| Admin fee / account holder | $45 | $266-83.0% | $10,764-99.6% | $348-87.0% |