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 |
|---|---|---|
WINDHAM BRANNON1 year Service code 10 · EIN 58-1763439 | Accounting | $5,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$253,214 |
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 | $113,678 | $95,048+19.6% | $141,200-19.5% | $82,204+38.3% |
| Participation rate | 82.1% | 73.7%+8.4pp | 82.5%-0.4pp | 73.4%+8.7pp |
| Annual return | 26.30% | 26.89%-0.6pp | 71.41%-45.1pp | 26.31%0pp |
| Employer contribution / active EE | $1,849 | $2,921-36.7% | $4,736-61.0% | $2,707-31.7% |
| Participant deferral / active EE | $10,223 | $5,907+73.1% | $6,710+52.3% | $4,246+140.8% |
| Admin fee / account holder | -$39 | $78-150.8% | $10,265-100.4% | $76-152.2% |