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 | $13,639 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,444 | $155,795-38.1% | $136,298-29.2% | $69,634+38.5% |
| Participation rate | 99.7% | 75.2%+24.5pp | 81.9%+17.8pp | 70.7%+29.0pp |
| Annual return | -17.29% | 232464.33%-232481.6pp | 5156.27%-5173.6pp | 27572.26%-27589.5pp |
| Employer contribution / active EE | $9,907 | $2,991+231.2% | $4,696+111.0% | $2,032+387.5% |
| Participant deferral / active EE | $9,913 | $5,394+83.8% | $6,247+58.7% | $3,224+207.5% |
| Admin fee / account holder | $23 | $128-82.1% | $9,244-99.8% | $110-79.2% |