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 | $681 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,558 | $60,165+10.6% | $74,184-10.3% | $55,167+20.6% |
| Participation rate | 83.8% | 74.2%+9.7pp | 76.6%+7.2pp | 69.0%+14.9pp |
| Annual return | 6.45% | 10.00%-3.5pp | 17.74%-11.3pp | 169.23%-162.8pp |
| Employer contribution / active EE | $3,761 | $1,600+135.1% | $2,370+58.7% | $1,963+91.6% |
| Participant deferral / active EE | $10,047 | $2,973+238.0% | $3,550+183.0% | $3,054+228.9% |
| Admin fee / account holder | $34 | $419-91.8% | $5,586-99.4% | $504-93.2% |