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 | $7,895 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,938 | $63,905-65.7% | $74,184-70.4% | $57,658-62.0% |
| Participation rate | 83.5% | 79.8%+3.7pp | 76.6%+6.9pp | 70.2%+13.3pp |
| Annual return | 7.11% | 60.60%-53.5pp | 17.74%-10.6pp | 5.13%+2.0pp |
| Employer contribution / active EE | $753 | $1,840-59.1% | $2,370-68.2% | $1,974-61.8% |
| Participant deferral / active EE | $2,042 | $3,448-40.8% | $3,550-42.5% | $3,061-33.3% |
| Admin fee / account holder | $17 | $91-81.5% | $5,586-99.7% | $95-82.1% |