Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $85,942 |
HAYS COMPANIES4 years Filed as: HAYS FINANCIAL GROUP Service code 27 · EIN 41-1931920 | Advisory (Plan) | $70,000 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
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 | $70,758 | $129,227-45.2% | $184,260-61.6% | $77,736-9.0% |
| Participation rate | 69.8% | 87.4%-17.5pp | 86.8%-17.0pp | 70.6%-0.8pp |
| Annual return | 14.59% | 33.24%-18.7pp | 28.84%-14.3pp | 31.26%-16.7pp |
| Employer contribution / active EE | $2,561 | $4,412-42.0% | $6,427-60.2% | $2,728-6.1% |
| Participant deferral / active EE | $5,363 | $7,307-26.6% | $9,133-41.3% | $4,651+15.3% |
| Admin fee / account holder | $157 | $256-38.5% | $13,898-98.9% | $433-63.7% |