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 | $3,919 |
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 | $81,041 | $55,449+46.2% | $83,831-3.3% | $56,289+44.0% |
| Participation rate | 91.3% | 68.0%+23.3pp | 76.1%+15.1pp | 69.9%+21.4pp |
| Annual return | 11.94% | -1.38%+13.3pp | 850.99%-839.0pp | -9.96%+21.9pp |
| Employer contribution / active EE | $2,519 | $2,430+3.7% | $3,631-30.6% | $2,111+19.3% |
| Participant deferral / active EE | $5,919 | $2,935+101.6% | $4,082+45.0% | $3,350+76.7% |
| Admin fee / account holder | $17 | $656-97.4% | $5,479-99.7% | $521-96.7% |