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 | $11,743 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,042 | $101,795+89.6% | $165,100+16.9% | $80,959+138.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 23.65% | 16.73%+6.9pp | 70.21%-46.6pp | 35.67%-12.0pp |
| Employer contribution / active EE | $4,896 | $2,954+65.8% | $4,348+12.6% | $2,757+77.6% |
| Participant deferral / active EE | $8,682 | $4,476+94.0% | $6,035+43.9% | $4,300+101.9% |
| Admin fee / account holder | $98 | $8,221-98.8% | $12,696-99.2% | $6,925-98.6% |