Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,912 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,609 | $101,591-57.1% | $147,096-70.4% | $74,429-41.4% |
| Participation rate | 60.2% | 75.5%-15.3pp | 82.2%-22.0pp | 67.2%-7.0pp |
| Annual return | 21.71% | 8746.45%-8724.7pp | 419.75%-398.0pp | 1368.38%-1346.7pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $9,027 | $7,302+23.6% | $8,071+11.8% | $4,348+107.6% |
| Admin fee / account holder | $56 | $1,750-96.8% | $13,005-99.6% | $1,944-97.1% |