Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,704 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,912 | $101,591-36.1% | $147,096-55.9% | $74,429-12.8% |
| Participation rate | 91.0% | 75.5%+15.4pp | 82.2%+8.8pp | 67.2%+23.7pp |
| Annual return | 47.24% | 8746.45%-8699.2pp | 419.75%-372.5pp | 1368.38%-1321.1pp |
| Employer contribution / active EE | $1,745 | $3,813-54.2% | $4,936-64.6% | $2,625-33.5% |
| Participant deferral / active EE | $15,807 | $7,302+116.5% | $8,071+95.9% | $4,348+263.5% |
| Admin fee / account holder | -$6 | $1,750-100.3% | $13,005-100.0% | $1,944-100.3% |