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 | $28,785 |
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 | $46,150 | $82,188-43.8% | $125,391-63.2% | $64,824-28.8% |
| Participation rate | 97.7% | 77.9%+19.8pp | 82.4%+15.4pp | 71.5%+26.3pp |
| Annual return | 9.24% | 3.50%+5.7pp | 572.41%-563.2pp | 32.84%-23.6pp |
| Employer contribution / active EE | $3,873 | $3,617+7.1% | $4,816-19.6% | $2,507+54.5% |
| Participant deferral / active EE | $14,320 | $7,177+99.5% | $7,448+92.3% | $4,311+232.2% |
| Admin fee / account holder | $95 | $163-41.9% | $10,009-99.1% | $188-49.5% |