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 | $3,500 |
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 | $28,158 | $62,267-54.8% | $110,241-74.5% | $55,725-49.5% |
| Participation rate | 48.1% | 78.1%-30.0pp | 79.8%-31.7pp | 70.9%-22.8pp |
| Annual return | -6.70% | -1.07%-5.6pp | 314.75%-321.4pp | 244.93%-251.6pp |
| Employer contribution / active EE | $1,593 | $1,941-18.0% | $3,827-58.4% | $2,078-23.4% |
| Participant deferral / active EE | $2,258 | $3,516-35.8% | $4,672-51.7% | $3,356-32.7% |
| Admin fee / account holder | $27 | $121-78.0% | $8,548-99.7% | $115-76.9% |