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 | $10,438 |
PRECEPT ADVISORY GROUP2+ years Filed as: PRECEPT ADVISORY GROUP LLC Service code 61 · EIN 01-0944247 | Finders' fees / placement fees | $0 |
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).
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 | $35,635 | $85,635-58.4% | $123,894-71.2% | $63,975-44.3% |
| Participation rate | 88.4% | 74.9%+13.4pp | 81.4%+6.9pp | 71.1%+17.2pp |
| Annual return | 24.05% | 15.74%+8.3pp | 47.52%-23.5pp | 48.65%-24.6pp |
| Employer contribution / active EE | $0 | $3,076-100.0% | $4,617-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $9,536 | $5,667+68.3% | $5,984+59.4% | $3,356+184.1% |
| Admin fee / account holder | $3 | $75-95.6% | $8,357-100.0% | $70-95.3% |