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 | $1,794 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $99,347 | $46,360+114.3% | $147,617-32.7% | $52,331+89.8% |
| Participation rate | 98.2% | 64.9%+33.2pp | 84.6%+13.6pp | 68.1%+30.1pp |
| Annual return | 0.79% | 1.62%-0.8pp | 61.98%-61.2pp | 4.54%-3.8pp |
| Employer contribution / active EE | $4,917 | $2,126+131.3% | $5,564-11.6% | $1,882+161.3% |
| Participant deferral / active EE | $5,548 | $2,258+145.7% | $4,895+13.3% | $3,022+83.6% |
| Admin fee / account holder | $15 | $766-98.0% | $11,612-99.9% | $592-97.4% |