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 | $32,536 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,891 | $99,957-50.1% | $149,745-66.7% | $73,497-32.1% |
| Participation rate | 84.9% | 75.7%+9.2pp | 82.5%+2.4pp | 70.7%+14.2pp |
| Annual return | 24.60% | 53.87%-29.3pp | 276.72%-252.1pp | 28.51%-3.9pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $11,090 | $6,073+82.6% | $6,843+62.1% | $3,740+196.5% |
| Admin fee / account holder | $148 | $551-73.1% | $9,312-98.4% | $513-71.2% |