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 | -$5,080 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $203,055 | $88,324+129.9% | $115,038+76.5% | $55,191+267.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.4%+18.6pp | 69.2%+30.8pp |
| Annual return | 0.21% | 6.30%-6.1pp | 26.14%-25.9pp | 10.78%-10.6pp |
| Employer contribution / active EE | $9,737 | $2,805+247.2% | $4,608+111.3% | $1,899+412.8% |
| Participant deferral / active EE | $8,606 | $5,042+70.7% | $6,026+42.8% | $3,046+182.5% |
| Admin fee / account holder | -$13 | $105-112.2% | $8,175-100.2% | $91-114.2% |