Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,422 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,173 | $100,801-18.5% | $149,730-45.1% | $73,412+11.9% |
| Participation rate | 99.3% | 77.7%+21.6pp | 82.5%+16.8pp | 72.2%+27.1pp |
| Annual return | 17.58% | 265.34%-247.8pp | 276.70%-259.1pp | 59.30%-41.7pp |
| Employer contribution / active EE | $5,195 | $3,312+56.9% | $4,645+11.8% | $2,234+132.6% |
| Participant deferral / active EE | $11,811 | $6,404+84.4% | $6,843+72.6% | $3,806+210.4% |
| Admin fee / account holder | $13 | $181-92.8% | $9,310-99.9% | $158-91.7% |