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 61-1758632 | Advisory (Plan) | $16,695 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,658 |
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 | $80,198 | $50,666+58.3% | $76,657+4.6% | $65,185+23.0% |
| Participation rate | 79.3% | 68.8%+10.5pp | 72.1%+7.2pp | 70.2%+9.1pp |
| Annual return | 18.44% | 28.51%-10.1pp | 1166.74%-1148.3pp | 29.38%-10.9pp |
| Employer contribution / active EE | $1,731 | $1,575+9.9% | $2,303-24.8% | $2,177-20.5% |
| Participant deferral / active EE | $4,589 | $2,647+73.4% | $3,335+37.6% | $3,514+30.6% |
| Admin fee / account holder | $264 | $463-43.1% | $6,423-95.9% | $847-68.9% |