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 | $57,101 |
Filed as: IFP ADVISORS LLC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $51,284 |
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 | $59,808 | $89,588-33.2% | $136,072-56.0% | $77,736-23.1% |
| Participation rate | 48.9% | 74.3%-25.4pp | 76.4%-27.5pp | 70.6%-21.7pp |
| Annual return | 20.40% | 17.42%+3.0pp | 580.46%-560.1pp | 31.26%-10.9pp |
| Employer contribution / active EE | $1,605 | $3,491-54.0% | $4,216-61.9% | $2,728-41.2% |
| Participant deferral / active EE | $3,212 | $5,592-42.6% | $7,028-54.3% | $4,651-30.9% |
| Admin fee / account holder | $213 | $539-60.4% | $6,718-96.8% | $433-50.8% |