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 70 · EIN 20-4751585 | Consulting Fees | $10,692 |
Service code 70 · EIN 36-4001764 | Consulting Fees | $6,631 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,843 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,527 | $99,957+166.6% | $149,745+78.0% | $73,497+262.6% |
| Participation rate | 95.5% | 75.7%+19.8pp | 82.5%+13.1pp | 70.7%+24.9pp |
| Annual return | 19.05% | 53.87%-34.8pp | 276.72%-257.7pp | 28.51%-9.5pp |
| Employer contribution / active EE | $6,120 | $3,191+91.8% | $4,646+31.7% | $2,270+169.6% |
| Participant deferral / active EE | $11,817 | $6,073+94.6% | $6,843+72.7% | $3,740+216.0% |
| Admin fee / account holder | $69 | $551-87.4% | $9,312-99.3% | $513-86.5% |