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 | $88,652 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $48,825 |
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 | $92,520 | $127,481-27.4% | $149,751-38.2% | $90,274+2.5% |
| Participation rate | 97.3% | 78.2%+19.1pp | 82.5%+14.8pp | 73.4%+24.0pp |
| Annual return | 18.43% | 57.78%-39.3pp | 276.71%-258.3pp | 53.97%-35.5pp |
| Employer contribution / active EE | $3,725 | $3,448+8.1% | $4,646-19.8% | $2,523+47.6% |
| Participant deferral / active EE | $12,662 | $6,975+81.5% | $6,843+85.0% | $4,231+199.3% |
| Admin fee / account holder | $70 | $152-53.5% | $9,312-99.2% | $114-38.2% |