Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,719 |
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 | $94,299 | $122,063-22.7% | $184,256-48.8% | $74,478+26.6% |
| Participation rate | 64.9% | 85.5%-20.6pp | 86.8%-21.9pp | 67.2%-2.3pp |
| Annual return | 14.57% | 19.92%-5.3pp | 28.85%-14.3pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $2,788 | $4,539-38.6% | $6,427-56.6% | $2,626+6.2% |
| Participant deferral / active EE | $9,108 | $7,144+27.5% | $9,133-0.3% | $4,350+109.4% |
| Admin fee / account holder | $11 | $1,253-99.1% | $13,899-99.9% | $1,946-99.4% |