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 27 · EIN 59-3766965 | Advisory (Plan) | $83,631 |
Service code 37 · EIN 04-2647786 | Loan Processing | $58,842 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,668 | $107,415-28.6% | $135,974-43.6% | $80,157-4.4% |
| Participation rate | 47.0% | 78.0%-31.0pp | 81.9%-34.9pp | 72.9%-25.9pp |
| Annual return | 19.54% | 91.99%-72.5pp | 68.30%-48.8pp | 40.39%-20.9pp |
| Employer contribution / active EE | $1,195 | $3,878-69.2% | $4,859-75.4% | $2,977-59.9% |
| Participant deferral / active EE | $4,009 | $8,189-51.0% | $7,760-48.3% | $5,015-20.1% |
| Admin fee / account holder | $190 | $127+49.3% | $10,767-98.2% | $145+30.8% |