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 | $12,394 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $12,125 |
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 | $37,438 | $30,599+22.4% | $74,577-49.8% | $57,658-35.1% |
| Participation rate | 90.5% | 49.1%+41.4pp | 68.1%+22.4pp | 70.2%+20.3pp |
| Annual return | 6.37% | 14.24%-7.9pp | 20.47%-14.1pp | 5.13%+1.2pp |
| Employer contribution / active EE | $611 | $1,000-38.8% | $2,525-75.8% | $1,974-69.0% |
| Participant deferral / active EE | $3,357 | $1,805+86.0% | $3,458-2.9% | $3,061+9.7% |
| Admin fee / account holder | $33 | $98-66.2% | $4,138-99.2% | $95-64.9% |