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 | $12,090 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,589 | $72,177+162.7% | $115,038+64.8% | $59,633+217.9% |
| Participation rate | 84.2% | 72.6%+11.7pp | 81.4%+2.8pp | 68.7%+15.5pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,661 | $4,783-44.4% | $6,026-55.9% | $3,192-16.6% |
| Admin fee / account holder | $147 | $4,927-97.0% | $8,175-98.2% | $4,297-96.6% |