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 | $42,145 |
Filed as: SWBC INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 75-1553739 | Advisory (Plan) | $33,727 |
Filed as: DEAN DORTON Service code 10 · EIN 27-3858252 | Accounting | $7,506 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,361 | $45,109+91.5% | $85,240+1.3% | $77,762+11.1% |
| Participation rate | 97.1% | 48.7%+48.5pp | 67.5%+29.6pp | 70.6%+26.5pp |
| Annual return | 13.54% | 79.55%-66.0pp | 66.75%-53.2pp | 31.27%-17.7pp |
| Employer contribution / active EE | $13,237 | $1,602+726.5% | $2,735+383.9% | $2,728+385.2% |
| Participant deferral / active EE | $4,163 | $2,814+48.0% | $4,527-8.0% | $4,651-10.5% |
| Admin fee / account holder | $185 | $915-79.7% | $6,165-97.0% | $433-57.2% |