Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,294 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,642 | $79,181-44.9% | $102,423-57.4% | $74,429-41.4% |
| Participation rate | 98.1% | 74.8%+23.4pp | 76.5%+21.6pp | 67.2%+30.9pp |
| Annual return | 28.86% | 54.97%-26.1pp | 29.42%-0.6pp | 1368.38%-1339.5pp |
| Employer contribution / active EE | $4,423 | $2,362+87.3% | $3,023+46.3% | $2,625+68.5% |
| Participant deferral / active EE | $12,291 | $4,416+178.3% | $5,054+143.2% | $4,348+182.7% |
| Admin fee / account holder | $15 | $2,002-99.2% | $9,455-99.8% | $1,944-99.2% |