Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,556 |
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 | $66,367 | $66,180+0.3% | $118,746-44.1% | $62,293+6.5% |
| Participation rate | 99.6% | 71.3%+28.3pp | 78.3%+21.3pp | 69.5%+30.1pp |
| Annual return | 11451.68% | 60.89%+11390.8pp | 24.54%+11427.1pp | 28.90%+11422.8pp |
| Employer contribution / active EE | $5,774 | $3,183+81.4% | $4,193+37.7% | $2,042+182.7% |
| Participant deferral / active EE | $9,164 | $4,247+115.8% | $5,332+71.9% | $3,169+189.2% |
| Admin fee / account holder | $10 | $753-98.7% | $10,720-99.9% | $479-97.9% |