Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,539 |
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 | $90,180 | $81,948+10.0% | $90,766-0.6% | $64,824+39.1% |
| Participation rate | 90.5% | 80.5%+10.0pp | 75.7%+14.8pp | 71.5%+19.0pp |
| Annual return | -16.54% | -12.53%-4.0pp | -12.16%-4.4pp | 32.84%-49.4pp |
| Employer contribution / active EE | $4,750 | $3,067+54.9% | $2,922+62.6% | $2,507+89.5% |
| Participant deferral / active EE | $10,152 | $4,844+109.6% | $4,565+122.4% | $4,311+135.5% |
| Admin fee / account holder | $32 | $157-79.8% | $8,446-99.6% | $188-83.1% |