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 | -$26,161 |
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 | $131,729 | $39,458+233.8% | $60,547+117.6% | $55,191+138.7% |
| Participation rate | 77.0% | 59.6%+17.4pp | 68.0%+9.0pp | 69.2%+7.8pp |
| Annual return | 0.69% | 3.35%-2.7pp | 335.64%-334.9pp | 10.78%-10.1pp |
| Employer contribution / active EE | $2,006 | $1,210+65.8% | $2,419-17.1% | $1,899+5.7% |
| Participant deferral / active EE | $4,927 | $2,140+130.2% | $3,328+48.0% | $3,046+61.7% |
| Admin fee / account holder | -$34 | $95-135.3% | $4,536-100.7% | $91-137.0% |