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 | $2,156 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,272 | $71,878+24.2% | $86,698+3.0% | $68,486+30.4% |
| Participation rate | 87.3% | 72.2%+15.1pp | 76.6%+10.7pp | 67.9%+19.4pp |
| Annual return | -12.08% | 3.53%-15.6pp | 35.95%-48.0pp | -7.85%-4.2pp |
| Employer contribution / active EE | $2,713 | $2,173+24.8% | $2,837-4.4% | $2,597+4.5% |
| Participant deferral / active EE | $5,495 | $3,779+45.4% | $4,656+18.0% | $4,028+36.4% |
| Admin fee / account holder | $55 | $6,113-99.1% | $7,493-99.3% | $5,404-99.0% |