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 | $0 |
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 | $152,969 | $66,124+131.3% | $90,440+69.1% | $73,493+108.1% |
| Participation rate | 97.0% | 69.7%+27.3pp | 72.7%+24.3pp | 70.7%+26.3pp |
| Annual return | 15.91% | 17.65%-1.7pp | 1294.38%-1278.5pp | 28.51%-12.6pp |
| Employer contribution / active EE | $11,481 | $2,346+389.3% | $3,263+251.8% | $2,270+405.7% |
| Participant deferral / active EE | $12,667 | $3,039+316.8% | $3,964+219.6% | $3,740+238.7% |
| Admin fee / account holder | $31 | $396-92.2% | $5,615-99.5% | $513-94.0% |