Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $863 |
Employer contribution per participant 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 | $137,234 | $122,042+12.4% | $184,243-25.5% | $74,429+84.4% |
| Participation rate | 92.4% | 85.5%+6.9pp | 86.8%+5.5pp | 67.2%+25.2pp |
| Annual return | 21.72% | 19.91%+1.8pp | 28.82%-7.1pp | 1368.38%-1346.7pp |
| Employer contribution / active EE | $0 | $4,538-100.0% | $6,427-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $16,399 | $7,143+129.6% | $9,132+79.6% | $4,348+277.1% |
| Admin fee / account holder | $4 | $1,252-99.7% | $13,914-100.0% | $1,944-99.8% |