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 | $1,512 |
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 | $82,402 | $49,763+65.6% | $70,565+16.8% | $74,473+10.6% |
| Participation rate | 35.8% | 64.6%-28.9pp | 68.4%-32.6pp | 70.7%-35.0pp |
| Annual return | 20.70% | 21.21%-0.5pp | 32.79%-12.1pp | 34.36%-13.7pp |
| Employer contribution / active EE | $708 | $1,776-60.1% | $2,976-76.2% | $2,638-73.2% |
| Participant deferral / active EE | $1,699 | $3,379-49.7% | $4,568-62.8% | $4,530-62.5% |
| Admin fee / account holder | $11 | $316-96.4% | $6,430-99.8% | $347-96.7% |