Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,929 | $83,884-53.6% | $64,097-39.3% | $74,473-47.7% |
| Participation rate | 34.1% | 76.6%-42.5pp | 72.3%-38.2pp | 70.7%-36.6pp |
| Annual return | 29.11% | 16.57%+12.5pp | 33.75%-4.6pp | 34.36%-5.2pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,750-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,618 | $3,692-29.1% | $3,881-32.6% | $4,530-42.2% |
| Admin fee / account holder | $23 | $196-88.5% | $3,070-99.3% | $347-93.5% |