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 | $750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,522 | $76,112-4.7% | $96,534-24.9% | $71,511+1.4% |
| Participation rate | 93.6% | 74.4%+19.2pp | 76.0%+17.6pp | 67.9%+25.7pp |
| Annual return | 19.78% | 22.81%-3.0pp | 25.88%-6.1pp | 28.86%-9.1pp |
| Employer contribution / active EE | $2,346 | $2,248+4.4% | $2,965-20.9% | $2,589-9.4% |
| Participant deferral / active EE | $5,279 | $4,217+25.2% | $4,851+8.8% | $4,291+23.0% |
| Admin fee / account holder | $3 | $2,708-99.9% | $8,253-100.0% | $1,588-99.8% |