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 | $1,419 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,936 | $71,873+115.6% | $86,698+78.7% | $68,490+126.2% |
| Participation rate | 89.7% | 72.2%+17.5pp | 76.6%+13.2pp | 67.9%+21.8pp |
| Annual return | -19.04% | 3.54%-22.6pp | 35.96%-55.0pp | -7.85%-11.2pp |
| Employer contribution / active EE | $2,602 | $2,173+19.7% | $2,837-8.3% | $2,597+0.2% |
| Participant deferral / active EE | $5,809 | $3,779+53.7% | $4,656+24.8% | $4,028+44.2% |
| Admin fee / account holder | $56 | $6,110-99.1% | $7,492-99.3% | $5,403-99.0% |