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 |
|---|---|---|
USI CONSULTING GROUP6 years Service code 37 · EIN 06-1053228 | Loan Processing | $6,050 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,884 | $88,203+37.1% | $165,100-26.8% | $74,478+62.3% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 10.91% | 17.13%-6.2pp | 70.21%-59.3pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $11,560 | $2,601+344.5% | $4,348+165.9% | $2,626+340.2% |
| Participant deferral / active EE | $3,587 | $4,505-20.4% | $6,035-40.6% | $4,350-17.5% |
| Admin fee / account holder | $43 | $2,235-98.1% | $12,696-99.7% | $1,946-97.8% |