Filed October 6, 2016
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 | $27,775 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $27,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,795 | $71,957-33.6% | $67,652-29.4% | $59,188-19.2% |
| Participation rate | 83.7% | 82.7%+1.0pp | 75.7%+8.0pp | 69.4%+14.3pp |
| Annual return | 2.46% | 8.53%-6.1pp | 6625.40%-6622.9pp | 5.51%-3.0pp |
| Employer contribution / active EE | $3 | $2,432-99.9% | $2,266-99.9% | $2,098-99.9% |
| Participant deferral / active EE | $5,734 | $4,211+36.2% | $3,560+61.1% | $3,265+75.6% |
| Admin fee / account holder | $15 | $64-76.1% | $4,821-99.7% | $92-83.4% |