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 | $81,905 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $28,963 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,954 | $89,588-76.6% | $136,072-84.6% | $77,736-73.0% |
| Participation rate | 91.3% | 74.3%+17.1pp | 76.4%+14.9pp | 70.6%+20.8pp |
| Annual return | 18.18% | 17.42%+0.8pp | 580.46%-562.3pp | 31.26%-13.1pp |
| Employer contribution / active EE | $1,651 | $3,491-52.7% | $4,216-60.8% | $2,728-39.5% |
| Participant deferral / active EE | $5,156 | $5,592-7.8% | $7,028-26.6% | $4,651+10.9% |
| Admin fee / account holder | $87 | $539-83.9% | $6,718-98.7% | $433-80.0% |