Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $253,338 |
Service code 27 · EIN 20-1131890 | Advisory (Plan) | $161,255 |
NYHART5 years Service code 49 · EIN 35-0966414 | Other Services | $59,987 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,389 | $148,970-67.5% | $135,987-64.4% | $199,921-75.8% |
| Participation rate | 87.1% | 79.4%+7.7pp | 76.4%+10.6pp | 72.0%+15.0pp |
| Annual return | 13.72% | 27.07%-13.3pp | 580.01%-566.3pp | 34.28%-20.6pp |
| Employer contribution / active EE | $2,219 | $3,561-37.7% | $4,214-47.3% | $3,035-26.9% |
| Participant deferral / active EE | $3,849 | $6,140-37.3% | $7,027-45.2% | $5,089-24.4% |
| Admin fee / account holder | $150 | $144+4.2% | $6,716-97.8% | $269-44.3% |