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 | $178,244 |
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 | $117,689 | $120,450-2.3% | $159,495-26.2% | $93,010+26.5% |
| Participation rate | 76.5% | 78.0%-1.4pp | 82.8%-6.3pp | 73.9%+2.6pp |
| Annual return | 21.82% | 27.11%-5.3pp | 263.72%-241.9pp | 158.70%-136.9pp |
| Employer contribution / active EE | $14 | $3,526-99.6% | $4,831-99.7% | $2,705-99.5% |
| Participant deferral / active EE | $19,001 | $7,283+160.9% | $7,354+158.4% | $4,561+316.6% |
| Admin fee / account holder | $89 | $137-34.6% | $10,804-99.2% | $152-41.1% |