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 35-0145825 | Loan Processing | $20,857 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,781 | $46,360-14.2% | $147,617-73.1% | $52,331-24.0% |
| Participation rate | 68.9% | 64.9%+4.0pp | 84.6%-15.7pp | 68.1%+0.8pp |
| Annual return | -0.34% | 1.62%-2.0pp | 61.98%-62.3pp | 4.54%-4.9pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,363 | $2,258+4.7% | $4,895-51.7% | $3,022-21.8% |
| Admin fee / account holder | $2 | $766-99.7% | $11,612-100.0% | $592-99.6% |