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 10 · EIN 04-3296226 | Accounting | $11,545 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$32,575 |
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 | $178,591 | $89,652+99.2% | $141,191+26.5% | $65,185+174.0% |
| Participation rate | 96.4% | 74.7%+21.7pp | 82.5%+14.0pp | 70.2%+26.2pp |
| Annual return | 25.90% | 32.79%-6.9pp | 71.41%-45.5pp | 29.38%-3.5pp |
| Employer contribution / active EE | $3,077 | $3,065+0.4% | $4,736-35.0% | $2,177+41.3% |
| Participant deferral / active EE | $11,127 | $5,691+95.5% | $6,710+65.8% | $3,514+216.6% |
| Admin fee / account holder | -$53 | $569-109.3% | $10,264-100.5% | $847-106.2% |