Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $66,369 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $300,478 | $88,122+241.0% | $141,200+112.8% | $67,584+344.6% |
| Participation rate | 90.1% | 76.5%+13.7pp | 82.5%+7.6pp | 71.3%+18.8pp |
| Annual return | 23.56% | 75.40%-51.8pp | 71.41%-47.8pp | 378.59%-355.0pp |
| Employer contribution / active EE | $8,469 | $3,224+162.7% | $4,736+78.8% | $2,148+294.3% |
| Participant deferral / active EE | $8,728 | $5,958+46.5% | $6,710+30.1% | $3,540+146.6% |
| Admin fee / account holder | $63 | $131-51.9% | $10,265-99.4% | $142-55.7% |