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 | $40,197 |
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 | $82,811 | $106,230-22.0% | $147,080-43.7% | $77,736+6.5% |
| Participation rate | 95.3% | 78.4%+17.0pp | 82.2%+13.2pp | 70.6%+24.8pp |
| Annual return | 29.29% | 56.91%-27.6pp | 420.17%-390.9pp | 31.26%-2.0pp |
| Employer contribution / active EE | $2,376 | $4,072-41.6% | $4,933-51.8% | $2,728-12.9% |
| Participant deferral / active EE | $18,201 | $8,001+127.5% | $8,066+125.6% | $4,651+291.4% |
| Admin fee / account holder | $31 | $338-90.7% | $12,989-99.8% | $433-92.8% |