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 | -$1,519 |
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 | $244,500 | $45,119+441.9% | $85,126+187.2% | $74,429+228.5% |
| Participation rate | 100.0% | 49.4%+50.6pp | 67.5%+32.5pp | 67.2%+32.8pp |
| Annual return | 21.42% | 26.28%-4.9pp | 66.63%-45.2pp | 1368.38%-1347.0pp |
| Employer contribution / active EE | $22,022 | $1,460+1407.9% | $2,731+706.3% | $2,625+739.0% |
| Participant deferral / active EE | $19,044 | $2,738+595.6% | $4,523+321.0% | $4,348+338.0% |
| Admin fee / account holder | -$9 | $2,214-100.4% | $6,160-100.1% | $1,944-100.5% |