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 | $2,310 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,138 | $44,984+187.1% | $85,009+51.9% | $74,546+73.2% |
| Participation rate | 99.1% | 49.4%+49.7pp | 67.5%+31.6pp | 67.2%+31.9pp |
| Annual return | 16.75% | 26.25%-9.5pp | 66.47%-49.7pp | 1366.03%-1349.3pp |
| Employer contribution / active EE | $14,187 | $1,458+873.1% | $2,728+420.0% | $2,624+440.6% |
| Participant deferral / active EE | $7,862 | $2,733+187.6% | $4,522+73.9% | $4,347+80.9% |
| Admin fee / account holder | $22 | $2,208-99.0% | $6,153-99.6% | $1,944-98.9% |