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 | $300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,229 | $203,209-25.6% | $159,474-5.2% | - |
| Participation rate | 84.8% | 77.0%+7.8pp | 82.8%+2.0pp | - |
| Annual return | 16.28% | 10.23%+6.0pp | 263.68%-247.4pp | - |
| Employer contribution / active EE | $3,499 | $2,919+19.9% | $4,831-27.6% | - |
| Participant deferral / active EE | $7,793 | $5,954+30.9% | $7,353+6.0% | - |
| Admin fee / account holder | $2 | $10,627-100.0% | $10,802-100.0% | - |