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 | $5,815 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,829 | $80,781+125.1% | $102,437+77.5% | $74,478+144.1% |
| Participation rate | 92.9% | 65.7%+27.2pp | 74.5%+18.3pp | 67.2%+25.6pp |
| Annual return | 14.98% | 27.58%-12.6pp | 24.95%-10.0pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $3,286 | $3,160+4.0% | $3,871-15.1% | $2,626+25.1% |
| Participant deferral / active EE | $9,792 | $3,862+153.6% | $5,060+93.5% | $4,350+125.1% |
| Admin fee / account holder | $24 | $2,372-99.0% | $8,388-99.7% | $1,946-98.8% |