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 | $30,497 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,545 | $42,367+64.1% | $79,580-12.6% | $64,819+7.3% |
| Participation rate | 39.7% | 64.7%-25.0pp | 69.5%-29.8pp | 71.5%-31.8pp |
| Annual return | -20.55% | -12.23%-8.3pp | 0.15%-20.7pp | 32.84%-53.4pp |
| Employer contribution / active EE | $917 | $1,181-22.3% | $2,413-62.0% | $2,507-63.4% |
| Participant deferral / active EE | $2,068 | $3,170-34.8% | $3,985-48.1% | $4,311-52.0% |
| Admin fee / account holder | $242 | $160+51.7% | $6,835-96.5% | $188+28.9% |