Filed June 15, 2021
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 | $37,873 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,263 | $78,339-7.8% | $85,708-15.7% | $93,010-22.3% |
| Participation rate | 96.9% | 72.5%+24.4pp | 69.9%+27.0pp | 73.9%+23.0pp |
| Annual return | 18.01% | 21.17%-3.2pp | 21.49%-3.5pp | 158.70%-140.7pp |
| Employer contribution / active EE | $5,014 | $2,560+95.8% | $2,618+91.5% | $2,705+85.3% |
| Participant deferral / active EE | $8,277 | $3,882+113.2% | $3,922+111.0% | $4,561+81.5% |
| Admin fee / account holder | $13 | $104-88.0% | $6,876-99.8% | $152-91.8% |