Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,805 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,109 | $88,087-34.0% | $164,866-64.8% | $74,546-22.0% |
| Participation rate | 91.9% | 73.1%+18.8pp | 78.6%+13.3pp | 67.2%+24.7pp |
| Annual return | 14.60% | 17.27%-2.7pp | 69.97%-55.4pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $2,410 | $2,595-7.1% | $4,343-44.5% | $2,624-8.2% |
| Participant deferral / active EE | $5,874 | $4,499+30.6% | $6,033-2.6% | $4,347+35.1% |
| Admin fee / account holder | $96 | $2,232-95.7% | $12,689-99.2% | $1,944-95.1% |