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 | $12,236 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,539 | $79,169-17.2% | $100,415-34.7% | $74,478-12.0% |
| Participation rate | 98.6% | 79.4%+19.2pp | 81.5%+17.1pp | 67.2%+31.4pp |
| Annual return | 17.96% | 20.51%-2.6pp | 49.47%-31.5pp | 1370.56%-1352.6pp |
| Employer contribution / active EE | $1,758 | $3,017-41.7% | $3,943-55.4% | $2,626-33.1% |
| Participant deferral / active EE | $16,037 | $7,751+106.9% | $8,091+98.2% | $4,350+268.6% |
| Admin fee / account holder | $29 | $1,337-97.9% | $7,906-99.6% | $1,946-98.5% |