Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,163 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,235 | $86,897+108.6% | $151,645+19.5% | $64,824+179.6% |
| Participation rate | 97.7% | 87.3%+10.4pp | 87.5%+10.2pp | 71.5%+26.2pp |
| Annual return | -18.61% | -3.57%-15.0pp | 3.34%-21.9pp | 32.84%-51.5pp |
| Employer contribution / active EE | $24,717 | $4,010+516.4% | $6,165+300.9% | $2,507+885.9% |
| Participant deferral / active EE | $15,884 | $6,690+137.4% | $8,363+89.9% | $4,311+268.4% |
| Admin fee / account holder | $6 | $153-96.4% | $11,614-100.0% | $188-97.0% |