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 | $1,427 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,594 | $58,312-27.0% | $86,656-50.8% | $71,529-40.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 22.47% | 24.08%-1.6pp | 593.09%-570.6pp | 28.97%-6.5pp |
| Employer contribution / active EE | $6,871 | $2,576+166.7% | $3,025+127.1% | $2,590+165.3% |
| Participant deferral / active EE | $9,838 | $3,439+186.1% | $4,439+121.6% | $4,291+129.3% |
| Admin fee / account holder | $2 | $1,057-99.8% | $5,619-100.0% | $1,588-99.9% |