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 | $143,773 |
CERITY PARTNERS3 years Service code 16 · EIN 35-2467663 | Consulting | $46,500 |
SIKICH LLP1 year Filed as: SIKICH USA CPA LLP Service code 10 · EIN 84-3697598 | Accounting | $15,650 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,671 | $95,438+52.6% | $135,982+7.1% | $74,473+95.6% |
| Participation rate | 99.3% | 78.2%+21.1pp | 81.9%+17.4pp | 70.7%+28.5pp |
| Annual return | 23.01% | 32.61%-9.6pp | 68.32%-45.3pp | 34.36%-11.3pp |
| Employer contribution / active EE | $7,196 | $3,878+85.6% | $4,859+48.1% | $2,638+172.7% |
| Participant deferral / active EE | $10,970 | $7,790+40.8% | $7,760+41.4% | $4,530+142.2% |
| Admin fee / account holder | $182 | $259-29.5% | $10,767-98.3% | $347-47.4% |