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 | $4,184 |
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 | $20,944 | $85,635-75.5% | $123,894-83.1% | $63,975-67.3% |
| Participation rate | 81.4% | 74.9%+6.4pp | 81.4%0pp | 71.1%+10.2pp |
| Annual return | 8.91% | 15.74%-6.8pp | 47.52%-38.6pp | 48.65%-39.7pp |
| Employer contribution / active EE | $997 | $3,076-67.6% | $4,617-78.4% | $2,182-54.3% |
| Participant deferral / active EE | $5,121 | $5,667-9.6% | $5,984-14.4% | $3,356+52.6% |
| Admin fee / account holder | $40 | $75-46.4% | $8,357-99.5% | $70-43.0% |