Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $85,584 |
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 | $181,624 | $105,190+72.7% | $98,920+83.6% | $90,274+101.2% |
| Participation rate | 99.6% | 86.4%+13.2pp | 76.0%+23.5pp | 73.4%+26.2pp |
| Annual return | 16.81% | 18.52%-1.7pp | 196.47%-179.7pp | 53.97%-37.2pp |
| Employer contribution / active EE | $8,641 | $3,831+125.6% | $2,689+221.3% | $2,523+242.4% |
| Participant deferral / active EE | $15,219 | $5,616+171.0% | $4,245+258.5% | $4,231+259.7% |
| Admin fee / account holder | $19 | $97-80.9% | $6,643-99.7% | $114-83.7% |