Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,090 |
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 | $185,336 | $101,499+82.6% | $147,005+26.1% | $74,546+148.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 18.46% | 8732.34%-8713.9pp | 418.76%-400.3pp | 1366.03%-1347.6pp |
| Employer contribution / active EE | $20,323 | $3,811+433.3% | $4,934+311.9% | $2,624+674.4% |
| Participant deferral / active EE | $19,710 | $7,304+169.8% | $8,070+144.2% | $4,347+353.4% |
| Admin fee / account holder | -$8 | $1,748-100.5% | $13,006-100.1% | $1,944-100.4% |