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 | $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 | $112,232 | $89,370+25.6% | $141,197-20.5% | $72,976+53.8% |
| Participation rate | 75.3% | 75.1%+0.2pp | 82.5%-7.2pp | 69.5%+5.8pp |
| Annual return | 23.09% | 111.88%-88.8pp | 71.41%-48.3pp | 81.02%-57.9pp |
| Employer contribution / active EE | $3,427 | $3,115+10.0% | $4,736-27.6% | $2,440+40.4% |
| Participant deferral / active EE | $6,976 | $5,419+28.7% | $6,710+4.0% | $3,608+93.4% |
| Admin fee / account holder | $5 | $5,957-99.9% | $10,265-100.0% | $5,124-99.9% |