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 | $3,390 |
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.
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 | $18,735 | $66,302-71.7% | $110,243-83.0% | $56,287-66.7% |
| Participation rate | 46.1% | 74.9%-28.9pp | 79.8%-33.8pp | 69.9%-23.8pp |
| Annual return | -7.90% | -1.18%-6.7pp | 314.76%-322.7pp | -9.96%+2.1pp |
| Employer contribution / active EE | $661 | $2,047-67.7% | $3,827-82.7% | $2,111-68.7% |
| Participant deferral / active EE | $2,217 | $3,381-34.4% | $4,672-52.5% | $3,350-33.8% |
| Admin fee / account holder | $35 | $698-94.9% | $8,548-99.6% | $521-93.2% |