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 | $281,759 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $106,016 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,037 | $81,719-44.9% | $101,271-55.5% | $90,274-50.1% |
| Participation rate | 48.1% | 80.7%-32.6pp | 75.8%-27.7pp | 73.4%-25.2pp |
| Annual return | 18.27% | 337.64%-319.4pp | 46.48%-28.2pp | 53.97%-35.7pp |
| Employer contribution / active EE | $2,443 | $3,622-32.5% | $3,660-33.2% | $2,523-3.2% |
| Participant deferral / active EE | $3,267 | $3,310-1.3% | $4,371-25.3% | $4,231-22.8% |
| Admin fee / account holder | $182 | $162+12.6% | $5,948-96.9% | $114+59.8% |