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 | $5,622 |
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 | $62,483 | $57,096+9.4% | $94,229-33.7% | $55,191+13.2% |
| Participation rate | 95.3% | 75.7%+19.7pp | 78.8%+16.6pp | 69.2%+26.2pp |
| Annual return | 2.03% | 159.65%-157.6pp | 10.68%-8.7pp | 10.78%-8.8pp |
| Employer contribution / active EE | $2,099 | $1,708+22.9% | $3,587-41.5% | $1,899+10.6% |
| Participant deferral / active EE | $4,492 | $3,165+41.9% | $4,320+4.0% | $3,046+47.4% |
| Admin fee / account holder | $3 | $89-96.1% | $6,269-99.9% | $91-96.2% |