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 | -$14,172 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,908 | $93,131+68.5% | $106,554+47.3% | $86,828+80.7% |
| Participation rate | 91.0% | 81.4%+9.6pp | 76.1%+14.9pp | 72.3%+18.7pp |
| Annual return | 24.76% | 19.45%+5.3pp | 26.80%-2.0pp | 97.95%-73.2pp |
| Employer contribution / active EE | $7,496 | $2,895+158.9% | $2,819+165.9% | $2,406+211.5% |
| Participant deferral / active EE | $10,823 | $4,708+129.9% | $4,398+146.1% | $4,132+161.9% |
| Admin fee / account holder | -$11 | $145-107.3% | $7,408-100.1% | $170-106.2% |