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 | $456 |
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 | $44,618 | $72,620-38.6% | $90,756-50.8% | $66,930-33.3% |
| Participation rate | 94.1% | 73.7%+20.4pp | 75.7%+18.4pp | 69.8%+24.3pp |
| Annual return | -8.10% | -12.28%+4.2pp | -12.16%+4.1pp | 1.57%-9.7pp |
| Employer contribution / active EE | $3,640 | $2,369+53.6% | $2,922+24.6% | $2,545+43.0% |
| Participant deferral / active EE | $12,505 | $3,979+214.3% | $4,565+173.9% | $4,238+195.1% |
| Admin fee / account holder | $2 | $707-99.8% | $8,445-100.0% | $593-99.7% |