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 | $731 |
BROOKLIGHT PLACE SECURITIES INC1+ years Service code 61 1901 BUTTERFIELD RD STE 220 · DOWNERS GROVE, IL 60515 | Finders' fees / placement fees | $0 |
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 | $57,808 | $76,551-24.5% | $123,894-53.3% | $62,881-8.1% |
| Participation rate | 77.1% | 73.0%+4.1pp | 81.4%-4.3pp | 69.3%+7.8pp |
| Annual return | 8.80% | 18.68%-9.9pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,790 | $2,882-37.9% | $4,617-61.2% | $2,281-21.5% |
| Participant deferral / active EE | $6,250 | $4,840+29.1% | $5,984+4.4% | $3,203+95.1% |
| Admin fee / account holder | $8 | $4,826-99.8% | $8,357-99.9% | $4,296-99.8% |