Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,618 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,021 | $101,672-11.5% | $147,117-38.8% | $74,478+20.9% |
| Participation rate | 92.6% | 75.5%+17.0pp | 82.2%+10.4pp | 67.2%+25.3pp |
| Annual return | 28.72% | 8757.83%-8729.1pp | 420.54%-391.8pp | 1370.56%-1341.8pp |
| Employer contribution / active EE | $8,593 | $3,813+125.3% | $4,932+74.2% | $2,626+227.2% |
| Participant deferral / active EE | $17,659 | $7,305+141.7% | $8,065+119.0% | $4,350+305.9% |
| Admin fee / account holder | $28 | $1,753-98.4% | $12,993-99.8% | $1,946-98.6% |