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 | $6,041 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,876 | $87,059+15.9% | $105,608-4.5% | $80,925+24.7% |
| Participation rate | 96.3% | 70.4%+25.8pp | 75.3%+21.0pp | 67.7%+28.6pp |
| Annual return | 20.47% | 17.05%+3.4pp | 116.50%-96.0pp | 35.65%-15.2pp |
| Employer contribution / active EE | $1,944 | $2,396-18.9% | $3,167-38.6% | $2,756-29.5% |
| Participant deferral / active EE | $12,936 | $3,986+224.5% | $5,010+158.2% | $4,299+200.9% |
| Admin fee / account holder | $64 | $8,443-99.2% | $11,028-99.4% | $6,940-99.1% |