Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $88,287 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $11,045 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,032 | $55,458-53.1% | $76,030-65.8% | $77,762-66.5% |
| Participation rate | 55.8% | 63.6%-7.8pp | 69.1%-13.3pp | 70.6%-14.8pp |
| Annual return | 15.36% | 17.10%-1.7pp | 361.54%-346.2pp | 31.27%-15.9pp |
| Employer contribution / active EE | $832 | $1,792-53.6% | $2,688-69.0% | $2,728-69.5% |
| Participant deferral / active EE | $1,784 | $3,454-48.4% | $4,257-58.1% | $4,651-61.6% |
| Admin fee / account holder | $151 | $411-63.3% | $6,421-97.6% | $433-65.1% |