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 | -$41,363 |
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 | $143,560 | $104,336+37.6% | $159,474-10.0% | $86,821+65.4% |
| Participation rate | 90.2% | 77.7%+12.5pp | 82.8%+7.4pp | 72.3%+17.9pp |
| Annual return | 22.02% | 26.32%-4.3pp | 263.68%-241.7pp | 97.94%-75.9pp |
| Employer contribution / active EE | $4,951 | $3,451+43.5% | $4,831+2.5% | $2,406+105.8% |
| Participant deferral / active EE | $12,310 | $6,837+80.1% | $7,353+67.4% | $4,132+197.9% |
| Admin fee / account holder | -$32 | $172-118.5% | $10,802-100.3% | $170-118.8% |