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 | $575 |
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.
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 | $91,253 | $52,911+72.5% | $73,309+24.5% | $59,633+53.0% |
| Participation rate | 67.5% | 68.2%-0.7pp | 74.9%-7.4pp | 68.7%-1.1pp |
| Annual return | -1.24% | 12.20%-13.4pp | 5.67%-6.9pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $10,288 | $4,069+152.8% | $4,991+106.1% | $3,192+222.4% |
| Admin fee / account holder | $5 | $3,835-99.9% | $5,635-99.9% | $4,297-99.9% |