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 GROUP5 years Service code 37 · EIN 06-1053228 | Loan Processing | $7,180 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,236 | $83,045+29.1% | $130,045-17.5% | $71,511+50.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 18.54% | 20.61%-2.1pp | -137.30%+155.8pp | 28.86%-10.3pp |
| Employer contribution / active EE | $10,700 | $2,623+307.9% | $4,321+147.6% | $2,589+313.3% |
| Participant deferral / active EE | $3,954 | $4,436-10.9% | $5,820-32.1% | $4,291-7.8% |
| Admin fee / account holder | $50 | $1,727-97.1% | $10,600-99.5% | $1,588-96.9% |