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 | $531 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,865 | $84,499+98.7% | $125,391+33.9% | $66,949+150.7% |
| Participation rate | 91.9% | 76.4%+15.5pp | 82.4%+9.5pp | 69.8%+22.1pp |
| Annual return | -9.62% | -8.49%-1.1pp | 572.41%-582.0pp | 1.57%-11.2pp |
| Employer contribution / active EE | $5,717 | $3,554+60.9% | $4,816+18.7% | $2,545+124.6% |
| Participant deferral / active EE | $6,486 | $6,785-4.4% | $7,448-12.9% | $4,239+53.0% |
| Admin fee / account holder | $4 | $685-99.4% | $10,009-100.0% | $594-99.3% |