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 | $18,182 |
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 | $79,237 | $69,231+14.5% | $91,994-13.9% | $67,582+17.2% |
| Participation rate | 81.2% | 78.9%+2.2pp | 78.6%+2.5pp | 71.3%+9.9pp |
| Annual return | 21.92% | 32.03%-10.1pp | 69.04%-47.1pp | 378.57%-356.7pp |
| Employer contribution / active EE | $528 | $2,284-76.9% | $3,453-84.7% | $2,148-75.4% |
| Participant deferral / active EE | $4,350 | $5,854-25.7% | $5,924-26.6% | $3,539+22.9% |
| Admin fee / account holder | $33 | $107-69.0% | $7,744-99.6% | $142-76.6% |