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 | $5,111 |
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 | $60,068 | $79,169-24.1% | $100,415-40.2% | $74,478-19.3% |
| Participation rate | 69.5% | 79.4%-9.9pp | 81.5%-12.1pp | 67.2%+2.2pp |
| Annual return | 27.43% | 20.51%+6.9pp | 49.47%-22.0pp | 1370.56%-1343.1pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $12,356 | $7,751+59.4% | $8,091+52.7% | $4,350+184.0% |
| Admin fee / account holder | $23 | $1,337-98.3% | $7,906-99.7% | $1,946-98.8% |