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 | $102,713 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,730 | $104,544-5.6% | $96,576+2.2% | $80,149+23.2% |
| Participation rate | 92.7% | 86.4%+6.4pp | 76.0%+16.7pp | 72.9%+19.8pp |
| Annual return | 20.26% | 21.79%-1.5pp | 25.87%-5.6pp | 40.39%-20.1pp |
| Employer contribution / active EE | $4,597 | $3,527+30.3% | $2,965+55.0% | $2,977+54.4% |
| Participant deferral / active EE | $6,350 | $6,170+2.9% | $4,851+30.9% | $5,015+26.6% |
| Admin fee / account holder | $32 | $107-69.9% | $8,253-99.6% | $145-77.8% |