Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,169 |
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 | $49,315 | $58,969-16.4% | $129,406-61.9% | $77,762-36.6% |
| Participation rate | 56.2% | 59.5%-3.3pp | 69.6%-13.5pp | 70.6%-14.4pp |
| Annual return | 18.10% | 24.78%-6.7pp | 9468.18%-9450.1pp | 31.27%-13.2pp |
| Employer contribution / active EE | $2,628 | $1,959+34.2% | $4,155-36.7% | $2,728-3.7% |
| Participant deferral / active EE | $5,510 | $3,224+70.9% | $4,167+32.2% | $4,651+18.5% |
| Admin fee / account holder | $108 | $593-81.8% | $7,689-98.6% | $433-75.0% |