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 | $6,943 |
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 | $32,694 | $36,916-11.4% | $156,551-79.1% | $57,658-43.3% |
| Participation rate | 49.0% | 63.4%-14.5pp | 84.0%-35.1pp | 70.2%-21.3pp |
| Annual return | 14.00% | 12.38%+1.6pp | 32.23%-18.2pp | 5.13%+8.9pp |
| Employer contribution / active EE | $631 | $1,571-59.8% | $5,501-88.5% | $1,974-68.1% |
| Participant deferral / active EE | $2,391 | $1,926+24.1% | $4,871-50.9% | $3,061-21.9% |
| Admin fee / account holder | $41 | $82-50.8% | $13,028-99.7% | $95-57.0% |