Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,373 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $15,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,158 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,624 | $84,493-37.7% | $125,381-58.0% | $66,938-21.4% |
| Participation rate | 95.9% | 76.4%+19.5pp | 82.4%+13.5pp | 69.8%+26.1pp |
| Annual return | -7.04% | -8.49%+1.4pp | 572.31%-579.3pp | 1.58%-8.6pp |
| Employer contribution / active EE | $7,991 | $3,554+124.9% | $4,815+66.0% | $2,545+214.0% |
| Participant deferral / active EE | $14,873 | $6,783+119.3% | $7,448+99.7% | $4,238+250.9% |
| Admin fee / account holder | $148 | $685-78.4% | $10,007-98.5% | $594-75.1% |