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 | -$249 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,397 | $102,393-54.7% | $147,041-68.4% | $80,911-42.7% |
| Participation rate | 91.8% | 75.9%+15.9pp | 82.2%+9.6pp | 67.6%+24.1pp |
| Annual return | 23.82% | 134.95%-111.1pp | 419.21%-395.4pp | 35.63%-11.8pp |
| Employer contribution / active EE | $6,419 | $3,715+72.8% | $4,935+30.1% | $2,756+132.9% |
| Participant deferral / active EE | $14,470 | $6,647+117.7% | $8,071+79.3% | $4,297+236.7% |
| Admin fee / account holder | -$2 | $7,943-100.0% | $13,006-100.0% | $6,935-100.0% |