Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,721 |
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 | $76,479 | $98,982-22.7% | $162,171-52.8% | $65,185+17.3% |
| Participation rate | 88.1% | 85.8%+2.4pp | 87.6%+0.6pp | 70.2%+17.9pp |
| Annual return | 29.10% | 24.84%+4.3pp | 115.60%-86.5pp | 29.38%-0.3pp |
| Employer contribution / active EE | $2,971 | $3,467-14.3% | $5,613-47.1% | $2,177+36.5% |
| Participant deferral / active EE | $6,736 | $5,384+25.1% | $7,297-7.7% | $3,514+91.7% |
| Admin fee / account holder | $182 | $596-69.4% | $10,843-98.3% | $847-78.5% |