Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 37 · EIN 94-1347393 | Loan Processing | $1,580 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $15,731 | $22,291-29.4% | $69,182-77.3% | $63,975-75.4% |
| Participation rate | 35.1% | 35.3%-0.2pp | 55.1%-20.0pp | 71.1%-36.0pp |
| Annual return | 8.16% | 9.30%-1.1pp | -21.93%+30.1pp | 48.65%-40.5pp |
| Employer contribution / active EE | $221 | $325-32.2% | $1,206-81.7% | $2,182-89.9% |
| Participant deferral / active EE | $664 | $808-17.8% | $1,897-65.0% | $3,356-80.2% |
| Admin fee / account holder | $3 | $73-96.5% | $2,697-99.9% | $70-96.3% |