Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,387 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,369 | $101,653-19.0% | $147,080-44.0% | $74,459+10.6% |
| Participation rate | 97.0% | 75.6%+21.4pp | 82.2%+14.8pp | 67.2%+29.8pp |
| Annual return | 19.52% | 8754.98%-8735.5pp | 420.17%-400.6pp | 1369.70%-1350.2pp |
| Employer contribution / active EE | $4,690 | $3,813+23.0% | $4,933-4.9% | $2,626+78.6% |
| Participant deferral / active EE | $18,331 | $7,304+151.0% | $8,066+127.3% | $4,350+321.4% |
| Admin fee / account holder | $149 | $1,752-91.5% | $12,989-98.8% | $1,945-92.3% |