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 | $1,525 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,783 | $65,125-2.1% | $143,797-55.6% | $66,949-4.7% |
| Participation rate | 99.2% | 65.2%+34.0pp | 80.3%+18.8pp | 69.8%+29.3pp |
| Annual return | 16.07% | -11.13%+27.2pp | -0.04%+16.1pp | 1.57%+14.5pp |
| Employer contribution / active EE | $5,865 | $2,362+148.3% | $4,952+18.4% | $2,545+130.4% |
| Participant deferral / active EE | $7,085 | $2,920+142.6% | $5,638+25.7% | $4,239+67.1% |
| Admin fee / account holder | $22 | $503-95.7% | $14,679-99.9% | $594-96.4% |