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 | $5,249 |
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 | $111,837 | $55,182+102.7% | $73,309+52.6% | $55,191+102.6% |
| Participation rate | 78.7% | 73.9%+4.7pp | 74.9%+3.8pp | 69.2%+9.5pp |
| Annual return | 2.80% | 8.55%-5.7pp | 5.67%-2.9pp | 10.78%-8.0pp |
| Employer contribution / active EE | $2,022 | $1,935+4.5% | $3,237-37.5% | $1,899+6.5% |
| Participant deferral / active EE | $7,387 | $4,641+59.2% | $4,991+48.0% | $3,046+142.5% |
| Admin fee / account holder | $8 | $68-88.3% | $5,635-99.9% | $91-91.2% |