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 | $106,264-31.4% | $147,117-50.5% | $77,762-6.3% |
| Participation rate | 87.4% | 78.4%+9.0pp | 82.2%+5.2pp | 70.6%+16.8pp |
| Annual return | 22.44% | 56.94%-34.5pp | 420.54%-398.1pp | 31.27%-8.8pp |
| Employer contribution / active EE | $0 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $15,637 | $8,003+95.4% | $8,065+93.9% | $4,651+236.2% |
| Admin fee / account holder | $140 | $334-58.1% | $12,993-98.9% | $433-67.6% |