Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,567 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $148,941 | $101,653+46.5% | $147,080+1.3% | $74,459+100.0% |
| Participation rate | 10.7% | 75.6%-64.8pp | 82.2%-71.4pp | 67.2%-56.5pp |
| Annual return | 28.02% | 8754.98%-8727.0pp | 420.17%-392.2pp | 1369.70%-1341.7pp |
| Employer contribution / active EE | $11,151 | $3,813+192.4% | $4,933+126.0% | $2,626+324.7% |
| Participant deferral / active EE | $82,923 | $7,304+1035.3% | $8,066+928.0% | $4,350+1806.4% |
| Admin fee / account holder | $74 | $1,752-95.8% | $12,989-99.4% | $1,945-96.2% |