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 | $7,651 |
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 | $109,180 | $63,314+72.4% | $91,004+20.0% | $62,293+75.3% |
| Participation rate | 86.7% | 73.3%+13.4pp | 75.6%+11.1pp | 69.5%+17.2pp |
| Annual return | 73.52% | 21.00%+52.5pp | 4.60%+68.9pp | 28.90%+44.6pp |
| Employer contribution / active EE | $3,762 | $1,807+108.2% | $2,456+53.2% | $2,042+84.2% |
| Participant deferral / active EE | $5,004 | $2,944+70.0% | $3,548+41.1% | $3,169+57.9% |
| Admin fee / account holder | $44 | $468-90.7% | $5,417-99.2% | $479-90.9% |