Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,288 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,170 | $82,163-9.7% | $125,381-40.8% | $64,819+14.4% |
| Participation rate | 94.9% | 77.9%+17.0pp | 82.4%+12.5pp | 71.5%+23.4pp |
| Annual return | -17.80% | 3.49%-21.3pp | 572.31%-590.1pp | 32.84%-50.6pp |
| Employer contribution / active EE | $1,885 | $3,616-47.9% | $4,815-60.8% | $2,507-24.8% |
| Participant deferral / active EE | $6,403 | $7,175-10.8% | $7,448-14.0% | $4,311+48.5% |
| Admin fee / account holder | $137 | $163-16.2% | $10,007-98.6% | $188-27.2% |