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 | $8,632 |
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 | $41,071 | $185,342-77.8% | $111,308-63.1% | $86,821-52.7% |
| Participation rate | 85.5% | 81.0%+4.5pp | 77.3%+8.2pp | 72.3%+13.2pp |
| Annual return | 14.50% | 500.80%-486.3pp | 54.67%-40.2pp | 97.94%-83.4pp |
| Employer contribution / active EE | $0 | $2,246-100.0% | $2,732-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $3,068 | $4,458-31.2% | $4,487-31.6% | $4,132-25.7% |
| Admin fee / account holder | $22 | $255-91.5% | $7,965-99.7% | $170-87.1% |