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 | $7,139 |
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 | $89,016 | $75,388+18.1% | $123,553-28.0% | $55,725+59.7% |
| Participation rate | 88.1% | 75.7%+12.5pp | 82.3%+5.8pp | 70.9%+17.3pp |
| Annual return | -6.20% | 4.48%-10.7pp | 119.21%-125.4pp | 244.93%-251.1pp |
| Employer contribution / active EE | $1,613 | $3,063-47.3% | $4,628-65.1% | $2,078-22.4% |
| Participant deferral / active EE | $10,399 | $5,651+84.0% | $6,426+61.8% | $3,356+209.9% |
| Admin fee / account holder | $22 | $120-81.3% | $9,284-99.8% | $115-80.6% |