Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,516 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $9,975 |
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 | $149,898 | $136,307+10.0% | $177,840-15.7% | $73,493+104.0% |
| Participation rate | 97.4% | 86.1%+11.3pp | 87.7%+9.7pp | 70.7%+26.8pp |
| Annual return | 19.86% | 18.68%+1.2pp | 48.32%-28.5pp | 28.51%-8.7pp |
| Employer contribution / active EE | $7,295 | $3,712+96.5% | $5,919+23.3% | $2,270+221.4% |
| Participant deferral / active EE | $16,342 | $5,829+180.4% | $7,714+111.9% | $3,740+337.0% |
| Admin fee / account holder | $187 | $596-68.5% | $12,431-98.5% | $513-63.5% |