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 | $48,887 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,757 | $88,117+35.9% | $164,928-27.4% | $74,400+61.0% |
| Participation rate | 86.2% | 73.1%+13.1pp | 78.6%+7.6pp | 67.2%+19.0pp |
| Annual return | 15.21% | 17.27%-2.1pp | 70.08%-54.9pp | 1367.51%-1352.3pp |
| Employer contribution / active EE | $0 | $2,596-100.0% | $4,343-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $9,657 | $4,501+114.5% | $6,034+60.1% | $4,348+122.1% |
| Admin fee / account holder | $350 | $2,230-84.3% | $12,684-97.2% | $1,944-82.0% |