Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $110,685 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,039 | $111,491-54.2% | $189,520-73.1% | $86,813-41.2% |
| Participation rate | 88.2% | 87.3%+0.8pp | 87.8%+0.4pp | 72.3%+15.9pp |
| Annual return | 32.30% | 83.50%-51.2pp | 555.25%-522.9pp | 97.93%-65.6pp |
| Employer contribution / active EE | $4,332 | $3,951+9.7% | $6,161-29.7% | $2,406+80.1% |
| Participant deferral / active EE | $6,890 | $6,437+7.0% | $8,220-16.2% | $4,131+66.8% |
| Admin fee / account holder | $104 | $189-45.1% | $12,046-99.1% | $170-38.9% |