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 35-0145825 | Loan Processing | $9,692 |
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 | $42,072 | $47,448-11.3% | $94,993-55.7% | $62,293-32.5% |
| Participation rate | 91.1% | 66.5%+24.6pp | 73.9%+17.2pp | 69.5%+21.6pp |
| Annual return | 16.85% | 22.64%-5.8pp | 27.14%-10.3pp | 28.90%-12.1pp |
| Employer contribution / active EE | $2,960 | $1,300+127.7% | $2,603+13.7% | $2,042+45.0% |
| Participant deferral / active EE | $2,723 | $2,375+14.7% | $3,317-17.9% | $3,169-14.1% |
| Admin fee / account holder | $74 | $434-82.9% | $4,960-98.5% | $479-84.5% |