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 | $14,729 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $10,167 |
AMERICAN FUNDS1 year Filed as: COASTAL CAPITAL GROUP Service code 27 · EIN 47-3835496 | Advisory (Plan) | $5,169 |
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 | $58,136 | $69,511-16.4% | $94,672-38.6% | $71,529-18.7% |
| Participation rate | 81.2% | 78.4%+2.8pp | 80.8%+0.4pp | 67.9%+13.3pp |
| Annual return | 33.35% | 29.67%+3.7pp | 156.89%-123.5pp | 28.97%+4.4pp |
| Employer contribution / active EE | $1,993 | $2,853-30.1% | $3,673-45.7% | $2,590-23.0% |
| Participant deferral / active EE | $11,434 | $7,348+55.6% | $7,417+54.1% | $4,291+166.4% |
| Admin fee / account holder | $181 | $1,211-85.1% | $7,222-97.5% | $1,588-88.6% |