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 | $245,338 |
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 | $80,740 | $48,082+67.9% | $77,557+4.1% | $106,273-24.0% |
| Participation rate | 25.7% | 33.6%-7.8pp | 54.2%-28.5pp | 70.8%-45.1pp |
| Annual return | 17.55% | 15.72%+1.8pp | 54.83%-37.3pp | 21.70%-4.2pp |
| Employer contribution / active EE | $881 | $457+92.7% | $987-10.7% | $2,722-67.6% |
| Participant deferral / active EE | $1,475 | $1,043+41.5% | $1,861-20.7% | $4,601-67.9% |
| Admin fee / account holder | $59 | $79-25.3% | $2,860-97.9% | $78-24.3% |