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 13 · EIN 42-0127290 | Contract Administrator | $53,609 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,187 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,555 | $73,404-67.9% | $87,103-73.0% | $67,582-65.1% |
| Participation rate | 89.3% | 80.9%+8.4pp | 76.9%+12.4pp | 71.3%+18.0pp |
| Annual return | 52.03% | 48.29%+3.7pp | 28.19%+23.8pp | 378.57%-326.5pp |
| Employer contribution / active EE | $1,722 | $2,014-14.5% | $2,521-31.7% | $2,148-19.8% |
| Participant deferral / active EE | $3,233 | $3,913-17.4% | $4,049-20.1% | $3,539-8.7% |
| Admin fee / account holder | $187 | $142+32.1% | $7,491-97.5% | $142+31.4% |