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 | $1,675 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,500 | $129,227-2.9% | $184,256-31.9% | $77,762+61.4% |
| Participation rate | 98.6% | 87.4%+11.2pp | 86.8%+11.8pp | 70.6%+28.0pp |
| Annual return | 16.40% | 33.24%-16.8pp | 28.85%-12.4pp | 31.27%-14.9pp |
| Employer contribution / active EE | $4,308 | $4,412-2.4% | $6,427-33.0% | $2,728+57.9% |
| Participant deferral / active EE | $11,132 | $7,307+52.4% | $9,133+21.9% | $4,651+139.4% |
| Admin fee / account holder | $5 | $256-98.2% | $13,899-100.0% | $433-98.9% |