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 | $87,366 |
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 | $106,213 | $113,995-6.8% | $127,803-16.9% | $77,775+36.6% |
| Participation rate | 96.1% | 85.7%+10.4pp | 79.0%+17.1pp | 73.2%+22.9pp |
| Annual return | 22.42% | 26.09%-3.7pp | 26.14%-3.7pp | 32.58%-10.2pp |
| Employer contribution / active EE | $8,537 | $6,012+42.0% | $4,576+86.6% | $2,504+240.9% |
| Participant deferral / active EE | $7,153 | $7,267-1.6% | $6,023+18.8% | $3,966+80.4% |
| Admin fee / account holder | $63 | $108-41.9% | $9,399-99.3% | $100-37.4% |