Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,390 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,038 | $89,808-19.8% | $100,383-28.2% | $77,671-7.3% |
| Participation rate | 91.6% | 81.2%+10.4pp | 81.5%+10.1pp | 70.6%+21.0pp |
| Annual return | 23.54% | 20.62%+2.9pp | 49.26%-25.7pp | 31.21%-7.7pp |
| Employer contribution / active EE | $4,541 | $3,039+49.4% | $3,944+15.1% | $2,726+66.5% |
| Participant deferral / active EE | $10,055 | $8,284+21.4% | $8,086+24.4% | $4,648+116.3% |
| Admin fee / account holder | $190 | $174+9.1% | $7,900-97.6% | $430-55.8% |