Filed May 8, 2025 (most recent of 2 filings on file)
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 | $33,010 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,803 | $100,272+36.4% | $170,057-19.6% | $74,473+83.7% |
| Participation rate | 93.4% | 87.4%+6.1pp | 87.0%+6.4pp | 70.7%+22.7pp |
| Annual return | 17.57% | 66.12%-48.5pp | 53.42%-35.8pp | 34.36%-16.8pp |
| Employer contribution / active EE | $7,904 | $4,266+85.3% | $6,790+16.4% | $2,638+199.6% |
| Participant deferral / active EE | $5,003 | $7,147-30.0% | $10,411-51.9% | $4,530+10.4% |
| Admin fee / account holder | $88 | $235-62.7% | $12,826-99.3% | $347-74.8% |