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 35-0145825 | Loan Processing | $28,967 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,433 | $95,415-24.1% | $185,851-61.0% | $85,851-15.6% |
| Participation rate | 79.7% | 68.8%+10.9pp | 81.7%-2.0pp | 69.3%+10.3pp |
| Annual return | 11.61% | 23.59%-12.0pp | 122.11%-110.5pp | 318.63%-307.0pp |
| Employer contribution / active EE | $1,224 | $3,314-63.1% | $5,168-76.3% | $2,565-52.3% |
| Participant deferral / active EE | $1,735 | $3,424-49.3% | $5,569-68.8% | $3,952-56.1% |
| Admin fee / account holder | $3 | $7,215-100.0% | $16,245-100.0% | $6,261-100.0% |