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 | $1,321 |
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 | $212,024 | $91,167+132.6% | $178,498+18.8% | $79,858+165.5% |
| Participation rate | 90.8% | 69.2%+21.6pp | 81.9%+8.9pp | 69.6%+21.2pp |
| Annual return | 14.94% | 24.19%-9.3pp | 151.09%-136.2pp | 31.72%-16.8pp |
| Employer contribution / active EE | $10,046 | $3,255+208.6% | $5,011+100.5% | $2,471+306.6% |
| Participant deferral / active EE | $5,740 | $3,236+77.4% | $5,202+10.3% | $3,740+53.5% |
| Admin fee / account holder | $29 | $6,747-99.6% | $13,985-99.8% | $5,306-99.5% |