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 | $31,745 |
Service code 27 · EIN 92-1819393 | Advisory (Plan) | $15,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $362,807 | $101,672+256.8% | $147,117+146.6% | $74,478+387.1% |
| Participation rate | 88.3% | 75.5%+12.7pp | 82.2%+6.1pp | 67.2%+21.1pp |
| Annual return | 16.02% | 8757.83%-8741.8pp | 420.54%-404.5pp | 1370.56%-1354.5pp |
| Employer contribution / active EE | $8,048 | $3,813+111.0% | $4,932+63.2% | $2,626+206.4% |
| Participant deferral / active EE | $12,021 | $7,305+64.6% | $8,065+49.1% | $4,350+176.3% |
| Admin fee / account holder | $388 | $1,753-77.9% | $12,993-97.0% | $1,946-80.1% |