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 | $7,884 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,272 | $101,653-25.0% | $147,080-48.1% | $74,459+2.4% |
| Participation rate | 93.7% | 75.6%+18.1pp | 82.2%+11.5pp | 67.2%+26.4pp |
| Annual return | 25.86% | 8754.98%-8729.1pp | 420.17%-394.3pp | 1369.70%-1343.8pp |
| Employer contribution / active EE | $4,913 | $3,813+28.8% | $4,933-0.4% | $2,626+87.1% |
| Participant deferral / active EE | $12,980 | $7,304+77.7% | $8,066+60.9% | $4,350+198.4% |
| Admin fee / account holder | $36 | $1,752-98.0% | $12,989-99.7% | $1,945-98.2% |