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 | $10,361 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,798 | $128,603+6.4% | $197,124-30.6% | $67,986+101.2% |
| Participation rate | 91.1% | 81.7%+9.4pp | 86.7%+4.4pp | 57.2%+33.9pp |
| Annual return | 18.82% | 23.77%-4.9pp | 44.34%-25.5pp | 31.67%-12.8pp |
| Employer contribution / active EE | $5,610 | $4,379+28.1% | $6,227-9.9% | $2,019+177.9% |
| Participant deferral / active EE | $12,933 | $6,840+89.1% | $9,135+41.6% | $3,358+285.1% |
| Admin fee / account holder | $29 | $3,035-99.1% | $16,298-99.8% | $3,203-99.1% |