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 | $57,069 |
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 | $37,757 | $45,000-16.1% | $143,801-73.7% | $77,906-51.5% |
| Participation rate | 94.3% | 66.8%+27.5pp | 80.3%+14.0pp | 73.7%+20.6pp |
| Annual return | -0.02% | 29.03%-29.0pp | -0.04%0pp | 12.16%-12.2pp |
| Employer contribution / active EE | $2,235 | $1,870+19.6% | $4,952-54.9% | $2,846-21.5% |
| Participant deferral / active EE | $8,093 | $3,157+156.4% | $5,639+43.5% | $4,805+68.4% |
| Admin fee / account holder | $13 | $98-87.1% | $14,680-99.9% | $133-90.4% |