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 | -$120 |
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 | $110,661 | $77,472+42.8% | $100,415+10.2% | $80,959+36.7% |
| Participation rate | 84.9% | 76.9%+7.9pp | 81.5%+3.4pp | 67.7%+17.2pp |
| Annual return | 15.87% | 37.26%-21.4pp | 49.47%-33.6pp | 35.67%-19.8pp |
| Employer contribution / active EE | $4,035 | $2,800+44.1% | $3,943+2.3% | $2,757+46.4% |
| Participant deferral / active EE | $15,846 | $6,818+132.4% | $8,091+95.8% | $4,300+268.5% |
| Admin fee / account holder | -$1 | $5,885-100.0% | $7,906-100.0% | $6,925-100.0% |