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 | $340,605 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING, Service code 16 · EIN 22-2232264 | Consulting | $56,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $78,047 | $89,274-12.6% | $149,721-47.9% | $77,958+0.1% |
| Participation rate | 91.5% | 87.6%+3.9pp | 87.1%+4.4pp | 71.6%+19.9pp |
| Annual return | 20.97% | 20.36%+0.6pp | 1501.67%-1480.7pp | 20.87%+0.1pp |
| Employer contribution / active EE | $2,412 | $3,727-35.3% | $5,444-55.7% | $2,310+4.4% |
| Participant deferral / active EE | $4,621 | $5,382-14.1% | $6,568-29.6% | $3,537+30.7% |
| Admin fee / account holder | $81 | $240-66.1% | $11,282-99.3% | $97-16.6% |