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 | $128,216 |
Annual investment return 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 | $163,202 | $136,266+19.8% | $90,767+79.8% | $77,906+109.5% |
| Participation rate | 95.3% | 86.6%+8.7pp | 75.7%+19.6pp | 73.7%+21.6pp |
| Annual return | -18.21% | -11.32%-6.9pp | -12.16%-6.1pp | 12.16%-30.4pp |
| Employer contribution / active EE | $8,374 | $4,215+98.7% | $2,922+186.6% | $2,846+194.2% |
| Participant deferral / active EE | $12,959 | $6,353+104.0% | $4,565+183.9% | $4,805+169.7% |
| Admin fee / account holder | $31 | $399-92.3% | $8,445-99.6% | $133-77.0% |