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 | $18,096 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $10,931 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,191 | $63,442-22.5% | $68,794-28.5% | $66,930-26.5% |
| Participation rate | 39.5% | 60.0%-20.5pp | 69.0%-29.5pp | 69.8%-30.3pp |
| Annual return | -15.51% | -8.29%-7.2pp | -6.37%-9.1pp | 1.57%-17.1pp |
| Employer contribution / active EE | $319 | $1,775-82.0% | $2,656-88.0% | $2,545-87.5% |
| Participant deferral / active EE | $2,329 | $2,945-20.9% | $3,941-40.9% | $4,238-45.0% |
| Admin fee / account holder | $316 | $577-45.4% | $4,934-93.6% | $593-46.8% |