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 | $494 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $96,955 | $98,760-1.8% | $149,715-35.2% | $79,858+21.4% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.6%-3.0pp |
| Annual return | 13.22% | 27.43%-14.2pp | 276.66%-263.4pp | 31.72%-18.5pp |
| Employer contribution / active EE | $2,852 | $3,217-11.3% | $4,645-38.6% | $2,471+15.4% |
| Participant deferral / active EE | $7,098 | $5,681+25.0% | $6,842+3.7% | $3,740+89.8% |
| Admin fee / account holder | $5 | $6,053-99.9% | $9,310-100.0% | $5,306-99.9% |