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 | $500 |
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 | $55,430 | $73,102-24.2% | $123,553-55.1% | $56,289-1.5% |
| Participation rate | 93.6% | 74.3%+19.2pp | 82.3%+11.3pp | 69.9%+23.7pp |
| Annual return | -6.87% | 3.01%-9.9pp | 119.21%-126.1pp | -9.96%+3.1pp |
| Employer contribution / active EE | $764 | $2,977-74.3% | $4,628-83.5% | $2,111-63.8% |
| Participant deferral / active EE | $6,711 | $5,423+23.8% | $6,426+4.4% | $3,350+100.3% |
| Admin fee / account holder | $2 | $554-99.7% | $9,284-100.0% | $521-99.7% |