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 | $84,370 |
THE PFE GROUP1 year Service code 16 · EIN 71-1036677 | Consulting | $44,964 |
CYIENT INC.1 year Service code 16 · EIN 33-0867496 | Consulting | $20,882 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,273 | $96,458-69.7% | $136,298-78.5% | $77,958-62.4% |
| Participation rate | 83.3% | 75.4%+7.9pp | 81.9%+1.4pp | 71.6%+11.7pp |
| Annual return | 23.10% | 23.78%-0.7pp | 5156.27%-5133.2pp | 20.87%+2.2pp |
| Employer contribution / active EE | $1,076 | $3,144-65.8% | $4,696-77.1% | $2,310-53.4% |
| Participant deferral / active EE | $5,251 | $5,902-11.0% | $6,247-15.9% | $3,537+48.5% |
| Admin fee / account holder | $99 | $80+23.0% | $9,244-98.9% | $97+1.6% |