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 | $22,542 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,342 | $101,539+176.1% | $147,041+90.7% | $74,400+276.8% |
| Participation rate | 98.7% | 75.5%+23.2pp | 82.2%+16.5pp | 67.2%+31.5pp |
| Annual return | 12.50% | 8740.84%-8728.3pp | 419.21%-406.7pp | 1367.51%-1355.0pp |
| Employer contribution / active EE | $13,347 | $3,811+250.2% | $4,935+170.5% | $2,624+408.6% |
| Participant deferral / active EE | $11,955 | $7,304+63.7% | $8,071+48.1% | $4,348+174.9% |
| Admin fee / account holder | $134 | $1,749-92.3% | $13,006-99.0% | $1,944-93.1% |