Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,944 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,639 | $106,264-41.1% | $147,117-57.4% | $77,762-19.4% |
| Participation rate | 94.3% | 78.4%+15.9pp | 82.2%+12.1pp | 70.6%+23.7pp |
| Annual return | 22.18% | 56.94%-34.8pp | 420.54%-398.4pp | 31.27%-9.1pp |
| Employer contribution / active EE | $4,568 | $4,074+12.1% | $4,932-7.4% | $2,728+67.4% |
| Participant deferral / active EE | $9,778 | $8,003+22.2% | $8,065+21.2% | $4,651+110.2% |
| Admin fee / account holder | $60 | $334-82.2% | $12,993-99.5% | $433-86.2% |