Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,040 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,699 | $101,672-47.2% | $147,117-63.5% | $74,478-27.9% |
| Participation rate | 90.9% | 75.5%+15.4pp | 82.2%+8.7pp | 67.2%+23.7pp |
| Annual return | 20.94% | 8757.83%-8736.9pp | 420.54%-399.6pp | 1370.56%-1349.6pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $11,112 | $7,305+52.1% | $8,065+37.8% | $4,350+155.4% |
| Admin fee / account holder | $128 | $1,753-92.7% | $12,993-99.0% | $1,946-93.4% |