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 | $804 |
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 | $76,903 | $99,957-23.1% | $149,730-48.6% | $73,493+4.6% |
| Participation rate | 40.7% | 75.7%-35.0pp | 82.5%-41.8pp | 70.7%-30.0pp |
| Annual return | 16.77% | 53.87%-37.1pp | 276.70%-259.9pp | 28.51%-11.7pp |
| Employer contribution / active EE | $1,666 | $3,191-47.8% | $4,645-64.1% | $2,270-26.6% |
| Participant deferral / active EE | $4,580 | $6,073-24.6% | $6,843-33.1% | $3,740+22.5% |
| Admin fee / account holder | $7 | $551-98.8% | $9,310-99.9% | $513-98.7% |