Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 22-3558384 | Advisory (Plan) | $57,682 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,068 |
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 | $65,993 | $62,164+6.2% | $81,482-19.0% | $74,400-11.3% |
| Participation rate | 99.6% | 64.1%+35.5pp | 69.5%+30.1pp | 67.2%+32.4pp |
| Annual return | 15.88% | 16.50%-0.6pp | 24.79%-8.9pp | 1367.51%-1351.6pp |
| Employer contribution / active EE | $2,487 | $1,884+32.0% | $2,463+1.0% | $2,624-5.3% |
| Participant deferral / active EE | $5,960 | $3,230+84.5% | $3,885+53.4% | $4,348+37.1% |
| Admin fee / account holder | $267 | $1,923-86.1% | $5,761-95.4% | $1,944-86.3% |