Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $756 |
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 | $77,779 | $89,465-13.1% | $165,071-52.9% | $77,736+0.1% |
| Participation rate | 55.8% | 78.6%-22.9pp | 78.6%-22.8pp | 70.6%-14.8pp |
| Annual return | 26.13% | 28.86%-2.7pp | 70.17%-44.0pp | 31.26%-5.1pp |
| Employer contribution / active EE | $519 | $2,565-79.8% | $4,347-88.1% | $2,728-81.0% |
| Participant deferral / active EE | $5,049 | $4,904+2.9% | $6,035-16.3% | $4,651+8.6% |
| Admin fee / account holder | $2 | $340-99.4% | $12,695-100.0% | $433-99.5% |