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 | $2,125 |
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 | $64,030 | $70,002-8.5% | $115,038-44.3% | $52,331+22.4% |
| Participation rate | 91.0% | 72.1%+18.9pp | 81.4%+9.7pp | 68.1%+22.9pp |
| Annual return | 0.26% | 4.04%-3.8pp | 26.14%-25.9pp | 4.54%-4.3pp |
| Employer contribution / active EE | $743 | $2,715-72.6% | $4,608-83.9% | $1,882-60.5% |
| Participant deferral / active EE | $6,983 | $4,920+41.9% | $6,026+15.9% | $3,022+131.1% |
| Admin fee / account holder | $13 | $566-97.8% | $8,175-99.8% | $592-97.9% |