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 | $2,375 |
M HOLDINGS SECURITIES INC1+ years Service code 61 · EIN 91-1802259 | Finders' fees / placement fees | $0 |
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 | $33,054 | $54,320-39.2% | $67,652-51.1% | $52,331-36.8% |
| Participation rate | 80.8% | 73.6%+7.2pp | 75.7%+5.2pp | 68.1%+12.7pp |
| Annual return | 0.20% | 6.81%-6.6pp | 6625.40%-6625.2pp | 4.54%-4.3pp |
| Employer contribution / active EE | $1,457 | $1,544-5.6% | $2,266-35.7% | $1,882-22.6% |
| Participant deferral / active EE | $2,529 | $2,950-14.3% | $3,560-29.0% | $3,022-16.3% |
| Admin fee / account holder | $11 | $527-97.9% | $4,821-99.8% | $592-98.1% |