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 | $10,945 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $87,433 | $79,523+9.9% | $140,019-37.6% | $56,287+55.3% |
| Participation rate | 92.8% | 85.7%+7.1pp | 87.5%+5.3pp | 69.9%+22.9pp |
| Annual return | -1.97% | 2.39%-4.4pp | 651.15%-653.1pp | -9.96%+8.0pp |
| Employer contribution / active EE | $398 | $3,350-88.1% | $5,605-92.9% | $2,111-81.1% |
| Participant deferral / active EE | $16,037 | $5,129+212.7% | $6,927+131.5% | $3,350+378.7% |
| Admin fee / account holder | $61 | $614-90.1% | $10,705-99.4% | $521-88.3% |