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 55 · EIN 42-1445429 | Other Commissions | $30,869 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,004 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,882 | $64,138+74.4% | $112,258-0.3% | $66,930+67.2% |
| Participation rate | 78.9% | 68.5%+10.5pp | 75.1%+3.9pp | 69.8%+9.1pp |
| Annual return | -15.11% | -13.81%-1.3pp | 27.47%-42.6pp | 1.57%-16.7pp |
| Employer contribution / active EE | $3,881 | $3,006+29.1% | $3,636+6.8% | $2,545+52.5% |
| Participant deferral / active EE | $6,435 | $3,694+74.2% | $4,728+36.1% | $4,238+51.9% |
| Admin fee / account holder | $20 | $625-96.8% | $6,411-99.7% | $593-96.7% |