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 55 · EIN 86-0588303 | Other Commissions | $51,602 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,081 |
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 | $123,614 | $86,341+43.2% | $125,192-1.3% | $65,185+89.6% |
| Participation rate | 71.7% | 75.3%-3.6pp | 79.8%-8.0pp | 70.2%+1.5pp |
| Annual return | 22.45% | 27.44%-5.0pp | 43.79%-21.3pp | 29.38%-6.9pp |
| Employer contribution / active EE | $2,602 | $2,040+27.6% | $3,866-32.7% | $2,177+19.5% |
| Participant deferral / active EE | $5,527 | $3,538+56.2% | $4,937+11.9% | $3,514+57.3% |
| Admin fee / account holder | $35 | $609-94.3% | $9,704-99.6% | $847-95.9% |