Filed March 10, 2015
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 | $1,300 |
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 | $95,834 | $75,183+27.5% | $123,894-22.6% | $55,167+73.7% |
| Participation rate | 96.6% | 72.8%+23.8pp | 81.4%+15.2pp | 69.0%+27.7pp |
| Annual return | 7.20% | 19.01%-11.8pp | 47.52%-40.3pp | 169.23%-162.0pp |
| Employer contribution / active EE | $1,722 | $2,823-39.0% | $4,617-62.7% | $1,963-12.3% |
| Participant deferral / active EE | $8,249 | $5,084+62.2% | $5,984+37.8% | $3,054+170.1% |
| Admin fee / account holder | $23 | $663-96.6% | $8,357-99.7% | $504-95.5% |