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 | $2,790 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $42,006 | $55,453-24.2% | $170,435-75.4% | $62,293-32.6% |
| Participation rate | 62.1% | 66.4%-4.3pp | 83.6%-21.5pp | 69.5%-7.4pp |
| Annual return | 15.03% | 21.38%-6.4pp | 205.94%-190.9pp | 28.90%-13.9pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,211 | $2,303-47.4% | $4,939-75.5% | $3,169-61.8% |
| Admin fee / account holder | $30 | $455-93.4% | $13,881-99.8% | $479-93.7% |