Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$53,326 |
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 | $233,063 | $95,388+144.3% | $125,401+85.9% | $77,906+199.2% |
| Participation rate | 87.8% | 78.6%+9.1pp | 82.4%+5.4pp | 73.7%+14.1pp |
| Annual return | -20.12% | 116.19%-136.3pp | 572.53%-592.7pp | 12.16%-32.3pp |
| Employer contribution / active EE | $10,027 | $3,666+173.5% | $4,816+108.2% | $2,846+252.3% |
| Participant deferral / active EE | $11,892 | $7,711+54.2% | $7,448+59.7% | $4,805+147.5% |
| Admin fee / account holder | -$26 | $119-121.8% | $10,008-100.3% | $133-119.6% |