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 | $12,101 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,504 | $106,247+165.9% | $147,096+92.1% | $77,714+263.5% |
| Participation rate | 84.7% | 78.4%+6.3pp | 82.2%+2.5pp | 70.6%+14.1pp |
| Annual return | 19.58% | 56.87%-37.3pp | 419.75%-400.2pp | 31.26%-11.7pp |
| Employer contribution / active EE | $0 | $4,069-100.0% | $4,936-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $20,667 | $7,996+158.5% | $8,071+156.1% | $4,649+344.5% |
| Admin fee / account holder | $16 | $338-95.3% | $13,005-99.9% | $433-96.3% |