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 | $1,250 |
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 | $92,112 | $80,753+14.1% | $136,298-32.4% | $62,293+47.9% |
| Participation rate | 68.4% | 73.5%-5.2pp | 81.9%-13.6pp | 69.5%-1.2pp |
| Annual return | 20.96% | 35.83%-14.9pp | 5156.27%-5135.3pp | 28.90%-7.9pp |
| Employer contribution / active EE | $2,011 | $2,884-30.3% | $4,696-57.2% | $2,042-1.5% |
| Participant deferral / active EE | $4,908 | $5,164-5.0% | $6,247-21.4% | $3,169+54.9% |
| Admin fee / account holder | $16 | $525-96.9% | $9,244-99.8% | $479-96.6% |