Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $294 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,121 | $79,523-18.1% | $140,019-53.5% | $56,289+15.7% |
| Participation rate | 98.2% | 85.7%+12.5pp | 87.5%+10.7pp | 69.9%+28.3pp |
| Annual return | -1.49% | 2.39%-3.9pp | 651.17%-652.7pp | -9.96%+8.5pp |
| Employer contribution / active EE | $3,287 | $3,350-1.9% | $5,605-41.4% | $2,111+55.7% |
| Participant deferral / active EE | $8,995 | $5,129+75.4% | $6,927+29.9% | $3,350+168.5% |
| Admin fee / account holder | $2 | $614-99.7% | $10,705-100.0% | $521-99.7% |