Filed July 6, 2022
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 | -$11,011 |
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 | $101,117 | $106,110-4.7% | $147,005-31.2% | $77,671+30.2% |
| Participation rate | 96.4% | 78.4%+18.0pp | 82.2%+14.2pp | 70.6%+25.8pp |
| Annual return | 19.38% | 56.77%-37.4pp | 418.76%-399.4pp | 31.21%-11.8pp |
| Employer contribution / active EE | $8,113 | $4,065+99.6% | $4,934+64.4% | $2,726+197.6% |
| Participant deferral / active EE | $16,768 | $7,992+109.8% | $8,070+107.8% | $4,648+260.8% |
| Admin fee / account holder | -$9 | $338-102.7% | $13,006-100.1% | $430-102.1% |