Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,466 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,898 | $78,976+1.2% | $100,383-20.4% | $74,546+7.2% |
| Participation rate | 65.6% | 79.5%-13.9pp | 81.5%-15.9pp | 67.2%-1.6pp |
| Annual return | 17.76% | 20.62%-2.9pp | 49.26%-31.5pp | 1366.03%-1348.3pp |
| Employer contribution / active EE | $0 | $3,019-100.0% | $3,944-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $16,903 | $7,758+117.9% | $8,086+109.0% | $4,347+288.8% |
| Admin fee / account holder | $169 | $1,330-87.3% | $7,900-97.9% | $1,944-91.3% |