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 | $51,301 |
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 | $28,079 | $82,163-65.8% | $125,381-77.6% | $64,819-56.7% |
| Participation rate | 96.5% | 77.9%+18.6pp | 82.4%+14.1pp | 71.5%+25.0pp |
| Annual return | -19.59% | 3.49%-23.1pp | 572.31%-591.9pp | 32.84%-52.4pp |
| Employer contribution / active EE | $2,721 | $3,616-24.8% | $4,815-43.5% | $2,507+8.5% |
| Participant deferral / active EE | $8,072 | $7,175+12.5% | $7,448+8.4% | $4,311+87.2% |
| Admin fee / account holder | $45 | $163-72.7% | $10,007-99.6% | $188-76.3% |