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 27 · EIN 04-2675571 | Advisory (Plan) | $33,062 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,870 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $115,773 | $59,191+95.6% | $76,767+50.8% | $56,289+105.7% |
| Participation rate | 93.3% | 75.2%+18.1pp | 77.0%+16.3pp | 69.9%+23.4pp |
| Annual return | -3.10% | 6.62%-9.7pp | 2.43%-5.5pp | -9.96%+6.9pp |
| Employer contribution / active EE | $1,987 | $1,759+12.9% | $2,485-20.1% | $2,111-5.9% |
| Participant deferral / active EE | $8,447 | $3,255+159.5% | $3,852+119.3% | $3,350+152.2% |
| Admin fee / account holder | $243 | $489-50.4% | $6,675-96.4% | $521-53.4% |