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 | $5,647 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,611 | $62,267+8.6% | $110,243-38.7% | $55,725+21.3% |
| Participation rate | 94.5% | 78.1%+16.4pp | 79.8%+14.7pp | 70.9%+23.6pp |
| Annual return | -5.71% | -1.07%-4.6pp | 314.76%-320.5pp | 244.93%-250.6pp |
| Employer contribution / active EE | $1,984 | $1,941+2.2% | $3,827-48.2% | $2,078-4.5% |
| Participant deferral / active EE | $5,481 | $3,516+55.9% | $4,672+17.3% | $3,356+63.3% |
| Admin fee / account holder | $5 | $121-96.2% | $8,548-99.9% | $115-96.0% |