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 | $80,741 |
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 | $153,912 | $50,820+202.9% | $155,567-1.1% | $77,671+98.2% |
| Participation rate | 99.3% | 63.1%+36.1pp | 78.2%+21.1pp | 70.6%+28.7pp |
| Annual return | 18.81% | 34.85%-16.0pp | 64.74%-45.9pp | 31.21%-12.4pp |
| Employer contribution / active EE | $22,214 | $1,993+1014.8% | $4,674+375.3% | $2,726+714.8% |
| Participant deferral / active EE | $22,295 | $2,823+689.7% | $5,628+296.2% | $4,648+379.7% |
| Admin fee / account holder | $75 | $436-82.7% | $15,916-99.5% | $430-82.5% |