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 | $838 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,984 | $79,184+20.0% | $102,438-7.3% | $74,546+27.4% |
| Participation rate | 91.5% | 74.8%+16.7pp | 76.5%+15.0pp | 67.2%+24.2pp |
| Annual return | 17.97% | 54.95%-37.0pp | 29.37%-11.4pp | 1366.03%-1348.1pp |
| Employer contribution / active EE | $3,517 | $2,362+48.9% | $3,024+16.3% | $2,624+34.0% |
| Participant deferral / active EE | $9,698 | $4,414+119.7% | $5,054+91.9% | $4,347+123.1% |
| Admin fee / account holder | $32 | $2,001-98.4% | $9,448-99.7% | $1,944-98.3% |