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 | $296,215 |
STOUT, CAUSEY & HORNING, P.A.3+ years Service code 10 · EIN 52-1743645 | Accounting | $25,850 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,397 | $90,410+70.8% | $91,004+69.7% | $77,958+98.1% |
| Participation rate | 95.6% | 86.4%+9.2pp | 75.6%+20.0pp | 71.6%+24.0pp |
| Annual return | 14.45% | 21.34%-6.9pp | 4.60%+9.8pp | 20.87%-6.4pp |
| Employer contribution / active EE | $5,924 | $3,392+74.7% | $2,456+141.2% | $2,310+156.4% |
| Participant deferral / active EE | $10,753 | $4,816+123.3% | $3,548+203.1% | $3,537+204.1% |
| Admin fee / account holder | $82 | $79+3.6% | $5,417-98.5% | $97-16.0% |