Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,146 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,855 | $88,982+114.5% | $102,438+86.3% | $77,671+145.7% |
| Participation rate | 97.2% | 80.9%+16.3pp | 76.5%+20.7pp | 70.6%+26.7pp |
| Annual return | 17.94% | 25.01%-7.1pp | 29.37%-11.4pp | 31.21%-13.3pp |
| Employer contribution / active EE | $2,634 | $2,698-2.4% | $3,024-12.9% | $2,726-3.4% |
| Participant deferral / active EE | $6,295 | $5,144+22.4% | $5,054+24.6% | $4,648+35.4% |
| Admin fee / account holder | $9 | $236-96.0% | $9,448-99.9% | $430-97.8% |