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 | $1,940 |
Filed as: SIGNATOR INVESTORS Service code 61 197 CLARENDON ST # C-8-07 · BOSTON, MA 02116 | Finders' fees / placement fees | $0 |
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 | $178,622 | $74,089+141.1% | $133,975+33.3% | $55,167+223.8% |
| Participation rate | 95.1% | 84.3%+10.9pp | 87.1%+8.1pp | 69.0%+26.2pp |
| Annual return | 8.43% | 12.11%-3.7pp | 29.29%-20.9pp | 169.23%-160.8pp |
| Employer contribution / active EE | $2,830 | $3,064-7.6% | $5,211-45.7% | $1,963+44.2% |
| Participant deferral / active EE | $12,162 | $4,678+160.0% | $6,282+93.6% | $3,054+298.2% |
| Admin fee / account holder | $11 | $458-97.5% | $9,324-99.9% | $504-97.8% |