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 | $1,075 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,229 | $53,412-58.4% | $68,509-67.6% | $52,331-57.5% |
| Participation rate | 67.2% | 71.7%-4.5pp | 74.7%-7.6pp | 68.1%-0.9pp |
| Annual return | -0.89% | 3.42%-4.3pp | 8.27%-9.2pp | 4.54%-5.4pp |
| Employer contribution / active EE | $315 | $1,607-80.4% | $2,278-86.2% | $1,882-83.2% |
| Participant deferral / active EE | $1,508 | $2,688-43.9% | $3,382-55.4% | $3,022-50.1% |
| Admin fee / account holder | $7 | $461-98.4% | $5,275-99.9% | $592-98.8% |