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 | $12,038 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,565 | $101,591-35.5% | $147,096-55.4% | $74,429-11.9% |
| Participation rate | 66.5% | 75.5%-9.0pp | 82.2%-15.7pp | 67.2%-0.7pp |
| Annual return | 26.58% | 8746.45%-8719.9pp | 419.75%-393.2pp | 1368.38%-1341.8pp |
| Employer contribution / active EE | $3,459 | $3,813-9.3% | $4,936-29.9% | $2,625+31.8% |
| Participant deferral / active EE | $9,600 | $7,302+31.5% | $8,071+18.9% | $4,348+120.8% |
| Admin fee / account holder | $91 | $1,750-94.8% | $13,005-99.3% | $1,944-95.3% |