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 | $1,844 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,784 | $70,002-66.0% | $115,038-79.3% | $52,331-54.5% |
| Participation rate | 88.4% | 72.1%+16.3pp | 81.4%+7.0pp | 68.1%+20.3pp |
| Annual return | 14.72% | 4.04%+10.7pp | 26.14%-11.4pp | 4.54%+10.2pp |
| Employer contribution / active EE | $4,709 | $2,715+73.4% | $4,608+2.2% | $1,882+150.2% |
| Participant deferral / active EE | $5,873 | $4,920+19.4% | $6,026-2.6% | $3,022+94.3% |
| Admin fee / account holder | $16 | $566-97.2% | $8,175-99.8% | $592-97.3% |