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 | $724 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,243 | $69,511+11.1% | $94,672-18.4% | $71,529+8.0% |
| Participation rate | 97.8% | 78.4%+19.4pp | 80.8%+17.0pp | 67.9%+29.9pp |
| Annual return | 35.64% | 29.67%+6.0pp | 156.89%-121.2pp | 28.97%+6.7pp |
| Employer contribution / active EE | $8,356 | $2,853+192.9% | $3,673+127.5% | $2,590+222.7% |
| Participant deferral / active EE | $12,748 | $7,348+73.5% | $7,417+71.9% | $4,291+197.1% |
| Admin fee / account holder | $4 | $1,211-99.6% | $7,222-99.9% | $1,588-99.7% |