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 | $54,095 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,849 | $106,247-31.4% | $147,096-50.5% | $77,714-6.3% |
| Participation rate | 87.4% | 78.4%+9.0pp | 82.2%+5.2pp | 70.6%+16.8pp |
| Annual return | 22.44% | 56.87%-34.4pp | 419.75%-397.3pp | 31.26%-8.8pp |
| Employer contribution / active EE | $0 | $4,069-100.0% | $4,936-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $15,637 | $7,996+95.6% | $8,071+93.7% | $4,649+236.3% |
| Admin fee / account holder | $140 | $338-58.6% | $13,005-98.9% | $433-67.7% |