Filed March 24, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,865 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,737 | $79,181-53.6% | $102,423-64.1% | $74,429-50.6% |
| Participation rate | 76.9% | 74.8%+2.1pp | 76.5%+0.4pp | 67.2%+9.7pp |
| Annual return | 0.00% | 54.97%-55.0pp | 29.42%-29.4pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $740 | $2,362-68.7% | $3,023-75.5% | $2,625-71.8% |
| Participant deferral / active EE | $1,195 | $4,416-72.9% | $5,054-76.4% | $4,348-72.5% |
| Admin fee / account holder | $41 | $2,002-98.0% | $9,455-99.6% | $1,944-97.9% |