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 | -$14,730 |
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.
Annual investment return 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 | $75,980 | $79,151-4.0% | $60,906+24.7% | $64,819+17.2% |
| Participation rate | 49.4% | 77.7%-28.3pp | 73.1%-23.7pp | 71.5%-22.1pp |
| Annual return | -17.57% | -7.12%-10.4pp | 16.94%-34.5pp | 32.84%-50.4pp |
| Employer contribution / active EE | $0 | $3,052-100.0% | $2,703-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $2,970 | $3,727-20.3% | $3,814-22.1% | $4,311-31.1% |
| Admin fee / account holder | -$41 | $106-139.1% | $3,227-101.3% | $188-122.0% |