Filed April 29, 2024 (most recent of 7 filings on file)
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 | $118,537 |
GROOM LAW GROUP7 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $104,819 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $338,781 | $104,631+223.8% | $98,462+244.1% | $80,187+322.5% |
| Participation rate | 99.3% | 87.5%+11.7pp | 75.2%+24.1pp | 72.9%+26.3pp |
| Annual return | 16.05% | 34.72%-18.7pp | 21.20%-5.1pp | 40.40%-24.3pp |
| Employer contribution / active EE | $15,181 | $4,517+236.1% | $3,049+397.9% | $2,980+409.5% |
| Participant deferral / active EE | $18,069 | $6,545+176.1% | $4,738+281.3% | $5,016+260.2% |
| Admin fee / account holder | $73 | $105-30.0% | $8,875-99.2% | $145-49.4% |