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 | $18,321 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,383 | $45,123+100.3% | $85,240+6.0% | $74,478+21.4% |
| Participation rate | 74.5% | 49.4%+25.2pp | 67.5%+7.0pp | 67.2%+7.3pp |
| Annual return | 20.08% | 26.32%-6.2pp | 66.75%-46.7pp | 1370.56%-1350.5pp |
| Employer contribution / active EE | $512 | $1,459-64.9% | $2,735-81.3% | $2,626-80.5% |
| Participant deferral / active EE | $11,457 | $2,736+318.7% | $4,527+153.1% | $4,350+163.4% |
| Admin fee / account holder | $158 | $2,215-92.9% | $6,165-97.4% | $1,946-91.9% |