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 | $763 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,287 | $58,320-17.2% | $86,451-44.1% | $66,949-27.9% |
| Participation rate | 98.4% | 78.6%+19.8pp | 80.3%+18.1pp | 69.8%+28.6pp |
| Annual return | -18.84% | -9.71%-9.1pp | 4398.51%-4417.3pp | 1.57%-20.4pp |
| Employer contribution / active EE | $8,767 | $2,615+235.2% | $3,770+132.6% | $2,545+244.4% |
| Participant deferral / active EE | $13,138 | $6,899+90.4% | $6,953+88.9% | $4,239+209.9% |
| Admin fee / account holder | $5 | $546-99.1% | $6,734-99.9% | $594-99.1% |