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 | $1,650 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,147 | $65,704-76.9% | $94,229-83.9% | $59,633-74.6% |
| Participation rate | 77.4% | 72.1%+5.3pp | 78.8%-1.4pp | 68.7%+8.7pp |
| Annual return | 0.77% | 5.22%-4.4pp | 10.68%-9.9pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,142 | $3,143-31.9% | $4,320-50.4% | $3,192-32.9% |
| Admin fee / account holder | $12 | $4,265-99.7% | $6,269-99.8% | $4,297-99.7% |