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 | $65,334 |
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 | $20,180 | $29,369-31.3% | $77,552-74.0% | $73,412-72.5% |
| Participation rate | 97.7% | 37.9%+59.8pp | 54.2%+43.5pp | 72.2%+25.5pp |
| Annual return | 14.06% | 358.15%-344.1pp | 54.82%-40.8pp | 59.30%-45.2pp |
| Employer contribution / active EE | $1,724 | $406+324.7% | $987+74.7% | $2,234-22.8% |
| Participant deferral / active EE | $1,545 | $941+64.2% | $1,861-17.0% | $3,806-59.4% |
| Admin fee / account holder | $100 | $123-18.9% | $2,859-96.5% | $158-37.0% |