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 | -$80,353 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,635 | $84,784+56.4% | $98,461+34.7% | $74,460+78.1% |
| Participation rate | 92.7% | 81.5%+11.2pp | 75.2%+17.5pp | 70.7%+21.9pp |
| Annual return | 20.02% | 20.59%-0.6pp | 21.17%-1.1pp | 34.38%-14.4pp |
| Employer contribution / active EE | $3,428 | $3,364+1.9% | $3,049+12.4% | $2,638+29.9% |
| Participant deferral / active EE | $9,826 | $5,218+88.3% | $4,738+107.4% | $4,530+116.9% |
| Admin fee / account holder | -$76 | $204-137.2% | $8,961-100.8% | $348-121.9% |