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 | $5,387 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,632 | $79,045+27.3% | $100,378+0.3% | $74,429+35.2% |
| Participation rate | 76.9% | 79.4%-2.5pp | 81.5%-4.6pp | 67.2%+9.7pp |
| Annual return | 21.45% | 20.61%+0.8pp | 49.41%-28.0pp | 1368.38%-1346.9pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,942-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $17,184 | $7,751+121.7% | $8,087+112.5% | $4,348+295.2% |
| Admin fee / account holder | $19 | $1,335-98.6% | $7,899-99.8% | $1,944-99.0% |