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 | $2,395 |
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 | $62,087 | $54,320+14.3% | $67,653-8.2% | $52,331+18.6% |
| Participation rate | 87.1% | 73.6%+13.5pp | 75.7%+11.4pp | 68.1%+19.0pp |
| Annual return | -0.23% | 6.81%-7.0pp | 6625.22%-6625.5pp | 4.54%-4.8pp |
| Employer contribution / active EE | $1,403 | $1,544-9.1% | $2,266-38.1% | $1,882-25.4% |
| Participant deferral / active EE | $4,459 | $2,950+51.2% | $3,560+25.3% | $3,022+47.6% |
| Admin fee / account holder | $32 | $527-93.9% | $4,821-99.3% | $592-94.6% |