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 | $19,083 | $71,192-73.2% | $117,861-83.8% | $62,293-69.4% |
| Participation rate | 85.0% | 74.2%+10.8pp | 79.7%+5.3pp | 69.5%+15.5pp |
| Annual return | 16.76% | 18.66%-1.9pp | 335.11%-318.3pp | 28.90%-12.1pp |
| Employer contribution / active EE | $190 | $1,934-90.2% | $3,786-95.0% | $2,042-90.7% |
| Participant deferral / active EE | $2,135 | $3,189-33.1% | $4,482-52.4% | $3,169-32.6% |
| Admin fee / account holder | $12 | $587-98.0% | $8,021-99.9% | $479-97.6% |