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 | $22,333 |
USCA RIA LLC1 year Service code 27 · EIN 61-1687272 | Advisory (Plan) | $15,263 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,500 | $39,948-23.7% | $89,435-65.9% | $73,412-58.5% |
| Participation rate | 38.0% | 50.4%-12.4pp | 68.0%-30.0pp | 72.2%-34.2pp |
| Annual return | 40.65% | 50.12%-9.5pp | 245.55%-204.9pp | 59.30%-18.6pp |
| Employer contribution / active EE | $1,167 | $1,200-2.8% | $2,587-54.9% | $2,234-47.8% |
| Participant deferral / active EE | $2,987 | $2,193+36.2% | $3,890-23.2% | $3,806-21.5% |
| Admin fee / account holder | $110 | $134-17.7% | $4,884-97.7% | $158-30.0% |