Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,068 |
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 | $60,979 | $99,957-39.0% | $149,730-59.3% | $73,493-17.0% |
| Participation rate | 85.3% | 75.7%+9.6pp | 82.5%+2.8pp | 70.7%+14.6pp |
| Annual return | 33.43% | 53.87%-20.4pp | 276.70%-243.3pp | 28.51%+4.9pp |
| Employer contribution / active EE | $5,033 | $3,191+57.7% | $4,645+8.3% | $2,270+121.7% |
| Participant deferral / active EE | $6,642 | $6,073+9.4% | $6,843-2.9% | $3,740+77.6% |
| Admin fee / account holder | $79 | $551-85.7% | $9,310-99.2% | $513-84.6% |