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 | $5,281 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,666 | $63,905-28.5% | $74,184-38.4% | $57,658-20.8% |
| Participation rate | 93.5% | 79.8%+13.8pp | 76.6%+16.9pp | 70.2%+23.3pp |
| Annual return | 8.43% | 60.60%-52.2pp | 17.74%-9.3pp | 5.13%+3.3pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,420 | $3,448-29.8% | $3,550-31.8% | $3,061-20.9% |
| Admin fee / account holder | $13 | $91-86.1% | $5,586-99.8% | $95-86.6% |