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 |
|---|---|---|
GREENLEAF TRUST8 years Service code 37 · EIN 38-3416104 | Loan Processing | $75,831 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,234 | $116,081-27.4% | $156,181-46.1% | $79,634+5.8% |
| Participation rate | 43.7% | 75.6%-31.9pp | 78.8%-35.1pp | 62.5%-18.8pp |
| Annual return | 15.58% | 15.89%-0.3pp | 64.87%-49.3pp | 36.46%-20.9pp |
| Employer contribution / active EE | $1,043 | $2,828-63.1% | $4,294-75.7% | $2,529-58.8% |
| Participant deferral / active EE | $2,022 | $4,584-55.9% | $6,132-67.0% | $3,835-47.3% |
| Admin fee / account holder | $393 | $854-54.0% | $14,586-97.3% | $1,002-60.8% |