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 | $21,405 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,118 | $106,247-31.2% | $147,096-50.3% | $77,714-5.9% |
| Participation rate | 94.2% | 78.4%+15.8pp | 82.2%+12.0pp | 70.6%+23.6pp |
| Annual return | 19.33% | 56.87%-37.5pp | 419.75%-400.4pp | 31.26%-11.9pp |
| Employer contribution / active EE | $9,310 | $4,069+128.8% | $4,936+88.6% | $2,727+241.4% |
| Participant deferral / active EE | $10,352 | $7,996+29.5% | $8,071+28.3% | $4,649+122.7% |
| Admin fee / account holder | $44 | $338-87.1% | $13,005-99.7% | $433-89.9% |