Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,380 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,854 | $88,117-28.7% | $164,928-61.9% | $74,400-15.5% |
| Participation rate | 99.1% | 73.1%+26.0pp | 78.6%+20.5pp | 67.2%+31.9pp |
| Annual return | 15.76% | 17.27%-1.5pp | 70.08%-54.3pp | 1367.51%-1351.8pp |
| Employer contribution / active EE | $2,900 | $2,596+11.7% | $4,343-33.2% | $2,624+10.5% |
| Participant deferral / active EE | $5,821 | $4,501+29.3% | $6,034-3.5% | $4,348+33.9% |
| Admin fee / account holder | $25 | $2,230-98.9% | $12,684-99.8% | $1,944-98.7% |