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 | $34,248 |
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 | $113,202 | $70,917+59.6% | $98,920+14.4% | $73,497+54.0% |
| Participation rate | 95.9% | 73.8%+22.0pp | 76.0%+19.8pp | 70.7%+25.2pp |
| Annual return | 14.94% | 34.18%-19.2pp | 196.47%-181.5pp | 28.51%-13.6pp |
| Employer contribution / active EE | $5,264 | $2,037+158.4% | $2,689+95.7% | $2,270+131.9% |
| Participant deferral / active EE | $6,878 | $3,501+96.5% | $4,245+62.0% | $3,740+83.9% |
| Admin fee / account holder | $138 | $535-74.1% | $6,643-97.9% | $513-73.0% |