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 | $575 |
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 | $53,885 | $80,753-33.3% | $136,298-60.5% | $62,293-13.5% |
| Participation rate | 37.9% | 73.5%-35.6pp | 81.9%-44.0pp | 69.5%-31.6pp |
| Annual return | 17.97% | 35.83%-17.9pp | 5156.27%-5138.3pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,358 | $2,884-52.9% | $4,696-71.1% | $2,042-33.5% |
| Participant deferral / active EE | $3,534 | $5,164-31.6% | $6,247-43.4% | $3,169+11.5% |
| Admin fee / account holder | $7 | $525-98.7% | $9,244-99.9% | $479-98.6% |