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 | $805 |
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 | $83,028 | $62,589+32.7% | $76,768+8.2% | $64,173+29.4% |
| Participation rate | 98.1% | 72.8%+25.3pp | 77.0%+21.1pp | 69.6%+28.5pp |
| Annual return | -4.19% | -1.95%-2.2pp | 2.43%-6.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,614 | $1,832+42.7% | $2,485+5.2% | $2,381+9.8% |
| Participant deferral / active EE | $8,285 | $3,145+163.5% | $3,852+115.1% | $3,470+138.8% |
| Admin fee / account holder | $9 | $4,667-99.8% | $6,675-99.9% | $4,887-99.8% |