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 | $77,137 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,620 | $95,388-14.4% | $125,381-34.9% | $77,906+4.8% |
| Participation rate | 88.7% | 78.6%+10.1pp | 82.4%+6.3pp | 73.7%+15.0pp |
| Annual return | -16.52% | 116.19%-132.7pp | 572.31%-588.8pp | 12.16%-28.7pp |
| Employer contribution / active EE | $2,476 | $3,666-32.5% | $4,815-48.6% | $2,846-13.0% |
| Participant deferral / active EE | $13,407 | $7,711+73.9% | $7,448+80.0% | $4,805+179.0% |
| Admin fee / account holder | $19 | $119-84.2% | $10,007-99.8% | $133-85.8% |