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 | $987 |
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 | $199,764 | $79,523+151.2% | $140,019+42.7% | $56,287+254.9% |
| Participation rate | 96.6% | 85.7%+10.9pp | 87.5%+9.1pp | 69.9%+26.7pp |
| Annual return | -5.72% | 2.39%-8.1pp | 651.15%-656.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $9,025 | $3,350+169.4% | $5,605+61.0% | $2,111+327.5% |
| Participant deferral / active EE | $19,069 | $5,129+271.8% | $6,927+175.3% | $3,350+469.3% |
| Admin fee / account holder | $4 | $614-99.4% | $10,705-100.0% | $521-99.3% |