Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,022 |
HLB GROSS COLLINS4+ years Service code 10 3330 CUMBERLAND BLVD · ATLANTA, GA 30339 | Accounting | $15,021 |
AFS ADVISORS, LLC1 year Filed as: AFS ADVISORS LLC Service code 27 · EIN 27-4398433 | Advisory (Plan) | $7,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,376 | $62,132+39.0% | $185,835-53.5% | $73,493+17.5% |
| Participation rate | 82.5% | 67.8%+14.7pp | 78.0%+4.5pp | 70.7%+11.9pp |
| Annual return | 16.89% | 20.44%-3.5pp | 35.96%-19.1pp | 28.51%-11.6pp |
| Employer contribution / active EE | $1,134 | $1,681-32.6% | $4,087-72.3% | $2,270-50.1% |
| Participant deferral / active EE | $4,595 | $3,711+23.8% | $5,633-18.4% | $3,740+22.9% |
| Admin fee / account holder | $194 | $419-53.8% | $9,502-98.0% | $513-62.3% |