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 BRANNON2 years Service code 10 · EIN 58-1763439 | Accounting | $29,199 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$286,853 |
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 | $136,364 | $108,759+25.4% | $149,751-8.9% | $93,223+46.3% |
| Participation rate | 84.5% | 70.7%+13.7pp | 82.5%+2.0pp | 74.9%+9.6pp |
| Annual return | 19.19% | 19.53%-0.3pp | 276.71%-257.5pp | 19.29%-0.1pp |
| Employer contribution / active EE | $1,703 | $2,777-38.7% | $4,646-63.3% | $2,680-36.4% |
| Participant deferral / active EE | $10,515 | $6,149+71.0% | $6,843+53.7% | $4,563+130.4% |
| Admin fee / account holder | -$38 | $81-146.8% | $9,312-100.4% | $79-147.7% |