Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,513 |
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 | $42,371 | $77,472-45.3% | $100,415-57.8% | $80,959-47.7% |
| Participation rate | 84.9% | 76.9%+8.0pp | 81.5%+3.4pp | 67.7%+17.2pp |
| Annual return | 26.48% | 37.26%-10.8pp | 49.47%-23.0pp | 35.67%-9.2pp |
| Employer contribution / active EE | $3,884 | $2,800+38.7% | $3,943-1.5% | $2,757+40.9% |
| Participant deferral / active EE | $15,637 | $6,818+129.4% | $8,091+93.3% | $4,300+263.6% |
| Admin fee / account holder | $206 | $5,885-96.5% | $7,906-97.4% | $6,925-97.0% |