Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,826 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,292 | $106,247+72.5% | $147,096+24.6% | $77,714+135.9% |
| Participation rate | 96.7% | 78.4%+18.3pp | 82.2%+14.5pp | 70.6%+26.1pp |
| Annual return | 14.95% | 56.87%-41.9pp | 419.75%-404.8pp | 31.26%-16.3pp |
| Employer contribution / active EE | $3,997 | $4,069-1.8% | $4,936-19.0% | $2,727+46.6% |
| Participant deferral / active EE | $6,349 | $7,996-20.6% | $8,071-21.3% | $4,649+36.6% |
| Admin fee / account holder | $32 | $338-90.6% | $13,005-99.8% | $433-92.6% |