Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,394 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,458 | $104,479-49.8% | $159,474-67.1% | $79,391-33.9% |
| Participation rate | 67.0% | 76.6%-9.7pp | 82.8%-15.9pp | 70.7%-3.7pp |
| Annual return | 17.58% | 67.98%-50.4pp | 263.68%-246.1pp | 116.88%-99.3pp |
| Employer contribution / active EE | $2,800 | $3,417-18.0% | $4,831-42.0% | $2,428+15.3% |
| Participant deferral / active EE | $10,237 | $6,468+58.3% | $7,353+39.2% | $4,046+153.0% |
| Admin fee / account holder | $22 | $711-96.9% | $10,802-99.8% | $627-96.5% |