Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,144,456 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,428 | $89,433-79.4% | $160,039-88.5% | $89,433-79.4% |
| Participation rate | 62.2% | 71.3%-9.1pp | 78.0%-15.8pp | 71.3%-9.1pp |
| Annual return | -15.05% | -11.88%-3.2pp | 409.10%-424.1pp | -11.88%-3.2pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $4,226-100.0% | $3,021-100.0% |
| Participant deferral / active EE | $1,437 | $5,125-72.0% | $6,184-76.8% | $5,125-72.0% |
| Admin fee / account holder | $49 | $79-38.6% | $8,716-99.4% | $79-38.6% |