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 | $1,275 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES INC Service code 61 1250 S CAPITAL OF TEXAS HWY STE · WEST LAKE HILLS, TX 78746 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,572 | $86,791-56.7% | $115,038-67.3% | $59,188-36.5% |
| Participation rate | 30.2% | 72.8%-42.6pp | 81.4%-51.1pp | 69.4%-39.2pp |
| Annual return | 0.61% | 4.44%-3.8pp | 26.14%-25.5pp | 5.51%-4.9pp |
| Employer contribution / active EE | $4 | $2,950-99.9% | $4,608-99.9% | $2,098-99.8% |
| Participant deferral / active EE | $3,357 | $5,298-36.6% | $6,026-44.3% | $3,265+2.8% |
| Admin fee / account holder | $2 | $95-97.6% | $8,175-100.0% | $92-97.5% |