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 | $32,150 |
Filed as: SWBC INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 75-1553739 | Advisory (Plan) | $24,151 |
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 | $57,286 | $34,634+65.4% | $77,100-25.7% | $64,824-11.6% |
| Participation rate | 96.2% | 49.8%+46.4pp | 67.9%+28.3pp | 71.5%+24.8pp |
| Annual return | -15.32% | -5.31%-10.0pp | 42.35%-57.7pp | 32.84%-48.2pp |
| Employer contribution / active EE | $6,799 | $1,385+390.9% | $2,815+141.5% | $2,507+171.2% |
| Participant deferral / active EE | $2,952 | $2,553+15.6% | $4,430-33.3% | $4,311-31.5% |
| Admin fee / account holder | $138 | $178-22.4% | $5,443-97.5% | $188-26.3% |