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 | $17,647 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,833 | $123,793-44.4% | $177,827-61.3% | $79,858-13.8% |
| Participation rate | 93.7% | 84.7%+9.0pp | 87.7%+5.9pp | 69.6%+24.0pp |
| Annual return | 12.84% | 22.82%-10.0pp | 48.32%-35.5pp | 31.72%-18.9pp |
| Employer contribution / active EE | $5,086 | $4,095+24.2% | $5,918-14.1% | $2,471+105.8% |
| Participant deferral / active EE | $9,840 | $5,956+65.2% | $7,713+27.6% | $3,740+163.1% |
| Admin fee / account holder | $100 | $7,243-98.6% | $12,429-99.2% | $5,306-98.1% |