Filed September 30, 2025
Total covered: 8 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,957 |
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 | $39,948 | $65,453-39.0% | $86,691-53.9% | $66,930-40.3% |
| Participation rate | 74.5% | 75.5%-1.0pp | 76.6%-2.1pp | 69.8%+4.7pp |
| Annual return | -14.11% | -10.89%-3.2pp | 35.94%-50.1pp | 1.57%-15.7pp |
| Employer contribution / active EE | $298 | $2,154-86.2% | $2,837-89.5% | $2,545-88.3% |
| Participant deferral / active EE | $2,699 | $4,102-34.2% | $4,656-42.0% | $4,238-36.3% |
| Admin fee / account holder | $3 | $642-99.6% | $7,492-100.0% | $593-99.5% |