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 | $4,081 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,890 | $110,083-45.6% | $151,628-60.5% | $68,495-12.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.75% | -10.12%-6.6pp | 3.34%-20.1pp | -7.84%-8.9pp |
| Employer contribution / active EE | $7,131 | $4,470+59.5% | $6,165+15.7% | $2,596+174.6% |
| Participant deferral / active EE | $15,830 | $6,526+142.6% | $8,363+89.3% | $4,028+293.0% |
| Admin fee / account holder | $42 | $7,718-99.5% | $11,613-99.6% | $5,403-99.2% |