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 | $12,958 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,935 | $90,064+76.5% | $100,415+58.3% | $77,762+104.4% |
| Participation rate | 95.7% | 81.3%+14.4pp | 81.5%+14.1pp | 70.6%+25.1pp |
| Annual return | 10.37% | 20.61%-10.2pp | 49.47%-39.1pp | 31.27%-20.9pp |
| Employer contribution / active EE | $2,599 | $3,043-14.6% | $3,943-34.1% | $2,728-4.7% |
| Participant deferral / active EE | $9,405 | $8,282+13.6% | $8,091+16.2% | $4,651+102.2% |
| Admin fee / account holder | $30 | $172-82.6% | $7,906-99.6% | $433-93.1% |