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 | $15,436 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $9,563 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,496 | $73,397-14.9% | $178,014-64.9% | $74,546-16.2% |
| Participation rate | 97.6% | 66.6%+31.0pp | 77.1%+20.5pp | 67.2%+30.4pp |
| Annual return | 17.83% | 17.49%+0.3pp | 294.80%-277.0pp | 1366.03%-1348.2pp |
| Employer contribution / active EE | $4,047 | $2,217+82.5% | $3,950+2.5% | $2,624+54.2% |
| Participant deferral / active EE | $9,725 | $4,512+115.5% | $6,276+54.9% | $4,347+123.7% |
| Admin fee / account holder | $194 | $1,809-89.3% | $10,362-98.1% | $1,944-90.0% |