Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,195 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $20,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,357 | $64,871+80.9% | $129,118-9.1% | $66,938+75.3% |
| Participation rate | 96.3% | 74.0%+22.3pp | 77.2%+19.0pp | 69.8%+26.5pp |
| Annual return | -15.39% | -12.21%-3.2pp | -10.94%-4.5pp | 1.58%-17.0pp |
| Employer contribution / active EE | $14,083 | $3,741+276.4% | $5,051+178.8% | $2,545+453.3% |
| Participant deferral / active EE | $13,290 | $5,090+161.1% | $6,539+103.2% | $4,238+213.6% |
| Admin fee / account holder | $311 | $629-50.5% | $14,305-97.8% | $594-47.5% |