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 | $27,650 |
Service code 27 2570 N 1ST ST FL 2 276 · SAN JOSE, CA 95131 | Advisory (Plan) | $12,520 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,221 | $69,231-62.1% | $91,994-71.5% | $67,582-61.2% |
| Participation rate | 84.4% | 78.9%+5.5pp | 78.6%+5.8pp | 71.3%+13.2pp |
| Annual return | 33.81% | 32.03%+1.8pp | 69.04%-35.2pp | 378.57%-344.8pp |
| Employer contribution / active EE | $0 | $2,284-100.0% | $3,453-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $8,256 | $5,854+41.0% | $5,924+39.4% | $3,539+133.3% |
| Admin fee / account holder | $104 | $107-3.5% | $7,744-98.7% | $142-27.2% |