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 | $106,247-4.8% | $147,096-31.3% | $77,714+30.1% |
| Participation rate | 96.4% | 78.4%+18.0pp | 82.2%+14.2pp | 70.6%+25.8pp |
| Annual return | 19.38% | 56.87%-37.5pp | 419.75%-400.4pp | 31.26%-11.9pp |
| Employer contribution / active EE | $8,113 | $4,069+99.4% | $4,936+64.4% | $2,727+197.5% |
| Participant deferral / active EE | $16,768 | $7,996+109.7% | $8,071+107.8% | $4,649+260.7% |
| Admin fee / account holder | -$9 | $338-102.7% | $13,005-100.1% | $433-102.1% |