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 | $15,887 |
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 | $30,279 | $47,163-35.8% | $149,696-79.8% | $74,460-59.3% |
| Participation rate | 98.4% | 63.4%+35.0pp | 78.8%+19.7pp | 70.7%+27.7pp |
| Annual return | 21.86% | 22.75%-0.9pp | 134.46%-112.6pp | 34.38%-12.5pp |
| Employer contribution / active EE | $3,067 | $1,907+60.9% | $4,821-36.4% | $2,638+16.3% |
| Participant deferral / active EE | $4,848 | $2,730+77.6% | $5,682-14.7% | $4,530+7.0% |
| Admin fee / account holder | $40 | $343-88.4% | $13,212-99.7% | $348-88.5% |