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 | $4,284 |
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 | $134,138 | $100,801+33.1% | $149,745-10.4% | $73,412+82.7% |
| Participation rate | 95.7% | 77.7%+18.0pp | 82.5%+13.2pp | 72.2%+23.5pp |
| Annual return | 17.93% | 265.34%-247.4pp | 276.72%-258.8pp | 59.30%-41.4pp |
| Employer contribution / active EE | $4,501 | $3,312+35.9% | $4,646-3.1% | $2,234+101.5% |
| Participant deferral / active EE | $9,287 | $6,404+45.0% | $6,843+35.7% | $3,806+144.0% |
| Admin fee / account holder | $10 | $181-94.2% | $9,312-99.9% | $158-93.4% |