Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,959 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $355,221 | $122,042+191.1% | $184,260+92.8% | $74,459+377.1% |
| Participation rate | 98.7% | 85.5%+13.2pp | 86.8%+11.8pp | 67.2%+31.4pp |
| Annual return | 18.05% | 19.91%-1.9pp | 28.84%-10.8pp | 1369.70%-1351.6pp |
| Employer contribution / active EE | $15,035 | $4,537+231.4% | $6,427+133.9% | $2,626+472.6% |
| Participant deferral / active EE | $14,047 | $7,143+96.7% | $9,133+53.8% | $4,350+223.0% |
| Admin fee / account holder | $141 | $1,252-88.7% | $13,898-99.0% | $1,945-92.7% |