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 27 · EIN 38-2722519 | Advisory (Plan) | $27,066 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,495 |
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.
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 | $50,619 | $92,090-45.0% | $106,201-52.3% | $77,671-34.8% |
| Participation rate | 63.2% | 81.0%-17.8pp | 75.3%-12.1pp | 70.6%-7.3pp |
| Annual return | 12.95% | 17.89%-4.9pp | 116.26%-103.3pp | 31.21%-18.3pp |
| Employer contribution / active EE | $931 | $3,368-72.4% | $3,170-70.6% | $2,726-65.9% |
| Participant deferral / active EE | $2,866 | $5,386-46.8% | $5,012-42.8% | $4,648-38.3% |
| Admin fee / account holder | $131 | $219-40.2% | $11,039-98.8% | $430-69.6% |