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 27 · EIN 38-2722519 | Advisory (Plan) | $188,133 |
Service code 37 · EIN 04-2647786 | Loan Processing | $174,286 |
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 | $61,263 | $50,151+22.2% | $149,717-59.1% | $80,149-23.6% |
| Participation rate | 81.9% | 64.3%+17.6pp | 78.8%+3.1pp | 72.9%+8.9pp |
| Annual return | 25.30% | 29.80%-4.5pp | 134.41%-109.1pp | 40.39%-15.1pp |
| Employer contribution / active EE | $3,959 | $1,867+112.1% | $4,820-17.9% | $2,977+33.0% |
| Participant deferral / active EE | $9,802 | $3,194+206.9% | $5,682+72.5% | $5,015+95.5% |
| Admin fee / account holder | $91 | $153-40.1% | $13,213-99.3% | $145-36.9% |