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 | $13,654 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,994 | $80,753-66.6% | $136,298-80.2% | $62,293-56.7% |
| Participation rate | 81.3% | 73.5%+7.7pp | 81.9%-0.7pp | 69.5%+11.7pp |
| Annual return | 46.02% | 35.83%+10.2pp | 5156.27%-5110.2pp | 28.90%+17.1pp |
| Employer contribution / active EE | $2 | $2,884-99.9% | $4,696-100.0% | $2,042-99.9% |
| Participant deferral / active EE | $6,836 | $5,164+32.4% | $6,247+9.4% | $3,169+115.7% |
| Admin fee / account holder | $82 | $525-84.4% | $9,244-99.1% | $479-82.9% |