Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,860 |
Service code 16 · EIN 33-0818667 | Consulting | $35,143 |
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 | $59,327 | $90,064-34.1% | $100,392-40.9% | $77,736-23.7% |
| Participation rate | 91.8% | 81.3%+10.5pp | 81.5%+10.3pp | 70.6%+21.2pp |
| Annual return | 22.77% | 20.61%+2.2pp | 49.45%-26.7pp | 31.26%-8.5pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $3,941-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $14,864 | $8,282+79.5% | $8,090+83.7% | $4,651+219.6% |
| Admin fee / account holder | $165 | $172-4.4% | $7,904-97.9% | $433-62.0% |