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 | $575 |
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 | $89,802 | $70,667+27.1% | $123,105-27.1% | $52,331+71.6% |
| Participation rate | 89.2% | 83.7%+5.5pp | 86.8%+2.4pp | 68.1%+21.1pp |
| Annual return | 3.79% | 6.23%-2.4pp | 13.22%-9.4pp | 4.54%-0.8pp |
| Employer contribution / active EE | $10,577 | $2,946+259.0% | $5,151+105.3% | $1,882+462.1% |
| Participant deferral / active EE | $8,806 | $4,493+96.0% | $6,229+41.4% | $3,022+191.4% |
| Admin fee / account holder | $4 | $506-99.2% | $9,014-100.0% | $592-99.4% |