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 | $34,971 |
Filed as: INSTITUTIONAL INVESTMENT CONSULTIN Service code 27 · EIN 81-0635433 | Advisory (Plan) | $12,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,855 | $91,474-25.8% | $135,982-50.1% | $71,529-5.1% |
| Participation rate | 94.4% | 75.7%+18.7pp | 81.9%+12.4pp | 67.9%+26.4pp |
| Annual return | 23.34% | 29.89%-6.6pp | 68.32%-45.0pp | 28.97%-5.6pp |
| Employer contribution / active EE | $2,745 | $3,705-25.9% | $4,859-43.5% | $2,590+6.0% |
| Participant deferral / active EE | $11,479 | $7,095+61.8% | $7,760+47.9% | $4,291+167.5% |
| Admin fee / account holder | $165 | $1,267-87.0% | $10,767-98.5% | $1,588-89.6% |