Filed June 18, 2025
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 | $15,678 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,616 | $36,767+141.0% | $81,473+8.8% | $62,293+42.3% |
| Participation rate | 99.1% | 54.4%+44.6pp | 68.0%+31.1pp | 69.5%+29.5pp |
| Annual return | 13.02% | 173.80%-160.8pp | 38.78%-25.8pp | 28.90%-15.9pp |
| Employer contribution / active EE | $3,624 | $1,128+221.2% | $2,568+41.1% | $2,042+77.5% |
| Participant deferral / active EE | $4,701 | $2,111+122.8% | $3,537+32.9% | $3,169+48.3% |
| Admin fee / account holder | $129 | $797-83.9% | $4,561-97.2% | $479-73.2% |