Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $69,723 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS LLC Service code 10 · EIN 91-0189318 | Accounting | $7,085 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,665 | $129,227-68.5% | $184,256-77.9% | $77,762-47.7% |
| Participation rate | 92.1% | 87.4%+4.8pp | 86.8%+5.3pp | 70.6%+21.5pp |
| Annual return | 27.49% | 33.24%-5.7pp | 28.85%-1.4pp | 31.27%-3.8pp |
| Employer contribution / active EE | $0 | $4,412-100.0% | $6,427-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $10,684 | $7,307+46.2% | $9,133+17.0% | $4,651+129.7% |
| Admin fee / account holder | $125 | $256-50.9% | $13,899-99.1% | $433-71.0% |