Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,145 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,529 | $86,938-55.7% | $102,423-62.4% | $80,925-52.4% |
| Participation rate | 84.7% | 72.4%+12.3pp | 76.5%+8.2pp | 67.7%+17.0pp |
| Annual return | 11.03% | 18.89%-7.9pp | 29.42%-18.4pp | 35.65%-24.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,764 | $4,120+112.7% | $5,054+73.4% | $4,299+103.9% |
| Admin fee / account holder | $73 | $8,053-99.1% | $9,455-99.2% | $6,940-99.0% |