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 | $2,419 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,620 | $70,083+2.2% | $59,899+19.6% | $55,725+28.5% |
| Participation rate | 87.5% | 78.4%+9.1pp | 74.7%+12.8pp | 70.9%+16.6pp |
| Annual return | -3.23% | 3.13%-6.4pp | 3.46%-6.7pp | 244.93%-248.2pp |
| Employer contribution / active EE | $2 | $2,878-99.9% | $2,723-99.9% | $2,078-99.9% |
| Participant deferral / active EE | $4,844 | $3,079+57.3% | $3,402+42.4% | $3,356+44.4% |
| Admin fee / account holder | $6 | $70-90.9% | $3,592-99.8% | $115-94.4% |