Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,580 |
CVAGS, LLC4+ years Filed as: CVAGS LLC Service code 27 · EIN 27-2579538 | Advisory (Plan) | $15,712 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $79,531 | $66,813+19.0% | $100,530-20.9% | $73,493+8.2% |
| Participation rate | 57.7% | 77.5%-19.8pp | 79.4%-21.8pp | 70.7%-13.0pp |
| Annual return | 22.03% | 25.70%-3.7pp | 30.89%-8.9pp | 28.51%-6.5pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,492 | $5,883+10.4% | $6,271+3.5% | $3,740+73.6% |
| Admin fee / account holder | $361 | $512-29.5% | $8,083-95.5% | $513-29.6% |