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 | $70,267 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $44,001 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,803 | $106,164-32.4% | $147,041-51.2% | $77,692-7.6% |
| Participation rate | 96.6% | 78.4%+18.2pp | 82.2%+14.5pp | 70.6%+26.0pp |
| Annual return | 18.44% | 56.81%-38.4pp | 419.21%-400.8pp | 31.25%-12.8pp |
| Employer contribution / active EE | $3,120 | $4,066-23.3% | $4,935-36.8% | $2,726+14.5% |
| Participant deferral / active EE | $14,065 | $7,993+76.0% | $8,071+74.3% | $4,648+202.6% |
| Admin fee / account holder | $125 | $338-63.1% | $13,006-99.0% | $431-71.0% |