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 | $269 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $146,491 | $65,263+124.5% | $90,223+62.4% | $55,191+165.4% |
| Participation rate | 79.9% | 79.0%+0.9pp | 79.0%+0.9pp | 69.2%+10.8pp |
| Annual return | 1.58% | 2.81%-1.2pp | 1.31%+0.3pp | 10.78%-9.2pp |
| Employer contribution / active EE | $1,654 | $4,153-60.2% | $4,378-62.2% | $1,899-12.9% |
| Participant deferral / active EE | $5,326 | $5,564-4.3% | $5,792-8.1% | $3,046+74.8% |
| Admin fee / account holder | $1 | $116-99.1% | $7,406-100.0% | $91-98.8% |