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 |
|---|---|---|
POTFOLIO EVALUATIONS INC1 year Service code 16 · EIN 22-3189064 | Consulting | $10,625 |
FORVIS, LLP1 year Filed as: MAZARS USA LLP Service code 16 · EIN 13-1459550 | Consulting | $5,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$36,082 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $289,537 | $46,297+525.4% | $71,671+304.0% | $62,293+364.8% |
| Participation rate | 94.2% | 60.6%+33.6pp | 68.7%+25.5pp | 69.5%+24.7pp |
| Annual return | 18.35% | 22.32%-4.0pp | 20.65%-2.3pp | 28.90%-10.5pp |
| Employer contribution / active EE | $7,769 | $1,412+450.3% | $2,460+215.8% | $2,042+280.4% |
| Participant deferral / active EE | $9,755 | $2,235+336.4% | $3,438+183.7% | $3,169+207.8% |
| Admin fee / account holder | -$105 | $461-122.9% | $5,558-101.9% | $479-122.0% |