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 | $12,934 |
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 | $121,771 | $155,795-21.8% | $136,298-10.7% | $69,631+74.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 22.13% | 232464.33%-232442.2pp | 5156.27%-5134.1pp | 27571.02%-27548.9pp |
| Employer contribution / active EE | $7,215 | $2,991+141.2% | $4,696+53.7% | $2,032+255.0% |
| Participant deferral / active EE | $9,484 | $5,394+75.8% | $6,247+51.8% | $3,224+194.2% |
| Admin fee / account holder | $8 | $128-93.7% | $9,244-99.9% | $110-92.7% |