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 | $11,150 |
Service code 27 · EIN 95-3845382 | Advisory (Plan) | -$3,954 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,230 | $81,474-45.7% | $133,971-67.0% | $73,493-39.8% |
| Participation rate | 82.1% | 76.4%+5.7pp | 79.8%+2.2pp | 70.7%+11.4pp |
| Annual return | 33.45% | 19.40%+14.0pp | 45.09%-11.6pp | 28.51%+4.9pp |
| Employer contribution / active EE | $2,063 | $2,209-6.6% | $3,919-47.3% | $2,270-9.1% |
| Participant deferral / active EE | $4,603 | $3,786+21.6% | $5,047-8.8% | $3,740+23.1% |
| Admin fee / account holder | $35 | $713-95.1% | $8,929-99.6% | $513-93.1% |