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 | $29,845 |
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 | $92,563 | $48,072+92.6% | $182,575-49.3% | $77,775+19.0% |
| Participation rate | 98.3% | 64.3%+34.0pp | 78.0%+20.3pp | 73.2%+25.1pp |
| Annual return | 25.04% | 31.26%-6.2pp | 148.60%-123.6pp | 32.58%-7.5pp |
| Employer contribution / active EE | $5,490 | $1,453+277.8% | $4,077+34.7% | $2,504+119.3% |
| Participant deferral / active EE | $12,232 | $3,209+281.2% | $5,526+121.3% | $3,966+208.4% |
| Admin fee / account holder | $18 | $131-86.0% | $8,595-99.8% | $100-81.6% |