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 | $121,327 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $83,423 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,385 | $122,128-71.0% | $147,117-75.9% | $200,096-82.3% |
| Participation rate | 91.9% | 78.2%+13.7pp | 82.2%+9.7pp | 72.0%+19.8pp |
| Annual return | 17.58% | 30.58%-13.0pp | 420.54%-403.0pp | 34.26%-16.7pp |
| Employer contribution / active EE | $2,112 | $4,093-48.4% | $4,932-57.2% | $3,038-30.5% |
| Participant deferral / active EE | $6,866 | $8,484-19.1% | $8,065-14.9% | $5,090+34.9% |
| Admin fee / account holder | $119 | $180-33.7% | $12,993-99.1% | $269-55.8% |