Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,205 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,114 | $101,499-10.2% | $147,005-38.0% | $74,546+22.2% |
| Participation rate | 92.8% | 75.5%+17.3pp | 82.2%+10.7pp | 67.2%+25.6pp |
| Annual return | 26.32% | 8732.34%-8706.0pp | 418.76%-392.4pp | 1366.03%-1339.7pp |
| Employer contribution / active EE | $9,314 | $3,811+144.4% | $4,934+88.8% | $2,624+254.9% |
| Participant deferral / active EE | $19,236 | $7,304+163.3% | $8,070+138.4% | $4,347+342.5% |
| Admin fee / account holder | $3 | $1,748-99.8% | $13,006-100.0% | $1,944-99.8% |