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 | $675 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,046 | $88,122-20.5% | $141,191-50.4% | $67,579+3.6% |
| Participation rate | 90.7% | 76.5%+14.2pp | 82.5%+8.2pp | 71.3%+19.4pp |
| Annual return | 26.95% | 75.40%-48.4pp | 71.41%-44.5pp | 378.56%-351.6pp |
| Employer contribution / active EE | $591 | $3,224-81.7% | $4,736-87.5% | $2,148-72.5% |
| Participant deferral / active EE | $6,431 | $5,958+7.9% | $6,710-4.2% | $3,539+81.7% |
| Admin fee / account holder | $2 | $131-98.2% | $10,264-100.0% | $142-98.4% |