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 |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 37 · EIN 74-1625348 | Loan Processing | $75,296 |
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 | $36,144 | $52,293-30.9% | $178,503-79.8% | $73,412-50.8% |
| Participation rate | 67.3% | 65.3%+2.0pp | 81.9%-14.6pp | 72.2%-4.8pp |
| Annual return | 26.50% | 34.75%-8.3pp | 151.12%-124.6pp | 59.30%-32.8pp |
| Employer contribution / active EE | $632 | $1,736-63.6% | $5,011-87.4% | $2,234-71.7% |
| Participant deferral / active EE | $3,441 | $2,333+47.5% | $5,202-33.8% | $3,806-9.6% |
| Admin fee / account holder | $98 | $127-22.7% | $13,987-99.3% | $158-37.7% |