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 | $4,169 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $63,554 | $52,639+20.7% | $185,117-65.7% | $62,293+2.0% |
| Participation rate | 76.0% | 63.9%+12.1pp | 77.3%-1.3pp | 69.5%+6.5pp |
| Annual return | 23.15% | 19.57%+3.6pp | 40.50%-17.3pp | 28.90%-5.7pp |
| Employer contribution / active EE | $2,983 | $1,483+101.2% | $4,182-28.7% | $2,042+46.1% |
| Participant deferral / active EE | $6,213 | $3,097+100.6% | $5,045+23.1% | $3,169+96.0% |
| Admin fee / account holder | $64 | $374-82.8% | $8,159-99.2% | $479-86.6% |