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 | $3,906 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,651 | $99,201+5.5% | $96,544+8.4% | $74,473+40.5% |
| Participation rate | 91.4% | 80.7%+10.7pp | 76.0%+15.4pp | 70.7%+20.6pp |
| Annual return | 17.83% | 22.40%-4.6pp | 25.88%-8.1pp | 34.36%-16.5pp |
| Employer contribution / active EE | $2,039 | $2,570-20.7% | $2,966-31.3% | $2,638-22.7% |
| Participant deferral / active EE | $6,817 | $4,938+38.0% | $4,851+40.5% | $4,530+50.5% |
| Admin fee / account holder | $11 | $225-95.3% | $8,254-99.9% | $347-97.0% |