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 | -$49,317 |
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 | $78,168 | $73,404+6.5% | $87,102-10.3% | $67,579+15.7% |
| Participation rate | 62.8% | 80.9%-18.1pp | 76.9%-14.1pp | 71.3%-8.5pp |
| Annual return | 23.77% | 48.29%-24.5pp | 28.19%-4.4pp | 378.56%-354.8pp |
| Employer contribution / active EE | $2,335 | $2,014+15.9% | $2,521-7.4% | $2,148+8.7% |
| Participant deferral / active EE | $4,166 | $3,913+6.5% | $4,048+2.9% | $3,539+17.7% |
| Admin fee / account holder | -$64 | $142-145.1% | $7,491-100.9% | $142-144.8% |