Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,680 |
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 | $70,178 | $106,247-33.9% | $147,096-52.3% | $77,714-9.7% |
| Participation rate | 94.8% | 78.4%+16.5pp | 82.2%+12.7pp | 70.6%+24.3pp |
| Annual return | 42.52% | 56.87%-14.4pp | 419.75%-377.2pp | 31.26%+11.3pp |
| Employer contribution / active EE | $6,656 | $4,069+63.6% | $4,936+34.9% | $2,727+144.1% |
| Participant deferral / active EE | $15,871 | $7,996+98.5% | $8,071+96.6% | $4,649+241.4% |
| Admin fee / account holder | $35 | $338-89.8% | $13,005-99.7% | $433-92.0% |