Filed July 27, 2021
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 | $1,275 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,895 | $114,195-41.4% | $106,554-37.2% | $93,010-28.1% |
| Participation rate | 97.8% | 86.4%+11.5pp | 76.1%+21.7pp | 73.9%+23.9pp |
| Annual return | 0.00% | 22.18%-22.2pp | 26.80%-26.8pp | 158.70%-158.7pp |
| Employer contribution / active EE | $10,763 | $4,009+168.5% | $2,819+281.8% | $2,705+297.8% |
| Participant deferral / active EE | $8,669 | $5,908+46.7% | $4,398+97.1% | $4,561+90.1% |
| Admin fee / account holder | $2 | $105-98.5% | $7,408-100.0% | $152-99.0% |