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 | $4,591 |
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 | $63,746 | $51,244+24.4% | $80,977-21.3% | $55,167+15.5% |
| Participation rate | 70.6% | 71.7%-1.0pp | 75.8%-5.2pp | 69.0%+1.7pp |
| Annual return | 8.08% | 17.39%-9.3pp | 17.11%-9.0pp | 169.23%-161.1pp |
| Employer contribution / active EE | $685 | $1,770-61.3% | $3,715-81.5% | $1,963-65.1% |
| Participant deferral / active EE | $4,674 | $4,418+5.8% | $5,696-17.9% | $3,054+53.0% |
| Admin fee / account holder | $26 | $398-93.4% | $5,517-99.5% | $504-94.8% |