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 | $25,758 |
Filed as: RWB CAPITAL MANAGEMENT LLC Service code 27 · EIN 38-3613362 | Advisory (Plan) | $22,388 |
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 | $49,840 | $32,425+53.7% | $74,577-33.2% | $55,167-9.7% |
| Participation rate | 92.6% | 54.0%+38.6pp | 68.1%+24.5pp | 69.0%+23.6pp |
| Annual return | 9.86% | 10.63%-0.8pp | 20.47%-10.6pp | 169.23%-159.4pp |
| Employer contribution / active EE | $610 | $1,043-41.5% | $2,525-75.8% | $1,963-68.9% |
| Participant deferral / active EE | $3,584 | $1,995+79.7% | $3,458+3.7% | $3,054+17.4% |
| Admin fee / account holder | $197 | $748-73.7% | $4,138-95.3% | $504-61.0% |