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 | -$16,225 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,936 | $82,678+190.2% | $125,391+91.3% | $68,490+250.3% |
| Participation rate | 97.6% | 75.1%+22.5pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | -13.80% | -5.97%-7.8pp | 572.41%-586.2pp | -7.85%-6.0pp |
| Employer contribution / active EE | $30,855 | $3,382+812.3% | $4,816+540.7% | $2,597+1088.2% |
| Participant deferral / active EE | $15,008 | $6,111+145.6% | $7,448+101.5% | $4,028+272.6% |
| Admin fee / account holder | $370 | $6,277-94.1% | $10,009-96.3% | $5,403-93.1% |