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 | $4,930 |
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 | $39,190 | $50,902-23.0% | $155,534-74.8% | $77,736-49.6% |
| Participation rate | 49.3% | 63.1%-13.8pp | 78.2%-28.9pp | 70.6%-21.3pp |
| Annual return | 17.82% | 34.85%-17.0pp | 64.92%-47.1pp | 31.26%-13.4pp |
| Employer contribution / active EE | $796 | $1,991-60.0% | $4,675-83.0% | $2,728-70.8% |
| Participant deferral / active EE | $2,818 | $2,824-0.2% | $5,630-49.9% | $4,651-39.4% |
| Admin fee / account holder | $18 | $437-96.0% | $15,900-99.9% | $433-96.0% |