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 | $30,974 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,305 | $101,539+42.1% | $147,041-1.9% | $74,400+94.0% |
| Participation rate | 93.7% | 75.5%+18.2pp | 82.2%+11.5pp | 67.2%+26.5pp |
| Annual return | 18.30% | 8740.84%-8722.5pp | 419.21%-400.9pp | 1367.51%-1349.2pp |
| Employer contribution / active EE | $3,606 | $3,811-5.4% | $4,935-26.9% | $2,624+37.4% |
| Participant deferral / active EE | $7,502 | $7,304+2.7% | $8,071-7.0% | $4,348+72.5% |
| Admin fee / account holder | $147 | $1,749-91.6% | $13,006-98.9% | $1,944-92.4% |