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 | $11,350 |
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 | $33,007 | $75,388-56.2% | $123,553-73.3% | $55,725-40.8% |
| Participation rate | 89.6% | 75.7%+13.9pp | 82.3%+7.3pp | 70.9%+18.8pp |
| Annual return | -5.66% | 4.48%-10.1pp | 119.21%-124.9pp | 244.93%-250.6pp |
| Employer contribution / active EE | $2,120 | $3,063-30.8% | $4,628-54.2% | $2,078+2.0% |
| Participant deferral / active EE | $6,940 | $5,651+22.8% | $6,426+8.0% | $3,356+106.8% |
| Admin fee / account holder | $10 | $120-92.1% | $9,284-99.9% | $115-91.7% |