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 | $3,463 |
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 | $123,018 | $69,305+77.5% | $82,312+49.5% | $69,631+76.7% |
| Participation rate | 98.6% | 80.3%+18.4pp | 76.9%+21.7pp | 70.7%+27.9pp |
| Annual return | 20.34% | 21.47%-1.1pp | 25.88%-5.5pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $4,060 | $1,887+115.2% | $2,428+67.2% | $2,032+99.8% |
| Participant deferral / active EE | $7,617 | $3,568+113.5% | $3,706+105.5% | $3,224+136.3% |
| Admin fee / account holder | $22 | $97-77.3% | $5,608-99.6% | $110-80.1% |