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 | $37,179 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,975 | $76,112+126.0% | $96,544+78.1% | $71,529+140.4% |
| Participation rate | 98.7% | 74.4%+24.3pp | 76.0%+22.7pp | 67.9%+30.8pp |
| Annual return | 18.72% | 22.80%-4.1pp | 25.88%-7.2pp | 28.97%-10.3pp |
| Employer contribution / active EE | $5,490 | $2,248+144.2% | $2,966+85.1% | $2,590+112.0% |
| Participant deferral / active EE | $10,212 | $4,217+142.2% | $4,851+110.5% | $4,291+138.0% |
| Admin fee / account holder | $197 | $2,708-92.7% | $8,254-97.6% | $1,588-87.6% |