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 | $16,673 |
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 | $88,140 | $114,241-22.8% | $159,455-44.7% | $101,517-13.2% |
| Participation rate | 96.8% | 71.7%+25.1pp | 82.8%+14.0pp | 74.6%+22.2pp |
| Annual return | 25.82% | 22.81%+3.0pp | 263.63%-237.8pp | 21.00%+4.8pp |
| Employer contribution / active EE | $2,420 | $3,214-24.7% | $4,830-49.9% | $2,973-18.6% |
| Participant deferral / active EE | $16,410 | $6,307+160.2% | $7,353+123.2% | $4,873+236.8% |
| Admin fee / account holder | $1 | $81-98.3% | $10,800-100.0% | $139-99.0% |