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 | $425 |
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 | $123,540 | $95,417+29.5% | $135,974-9.1% | $74,460+65.9% |
| Participation rate | 98.1% | 78.2%+19.9pp | 81.9%+16.2pp | 70.7%+27.4pp |
| Annual return | 24.99% | 32.76%-7.8pp | 68.30%-43.3pp | 34.38%-9.4pp |
| Employer contribution / active EE | $6,093 | $3,878+57.1% | $4,859+25.4% | $2,638+131.0% |
| Participant deferral / active EE | $13,519 | $7,789+73.6% | $7,760+74.2% | $4,530+198.4% |
| Admin fee / account holder | $15 | $266-94.5% | $10,767-99.9% | $348-95.8% |