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 |
|---|---|---|
HOBERMAN & LESSER, LLP2 years Service code 16 · EIN 47-1492235 | Consulting | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,744 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $83,862 | $71,192+17.8% | $117,861-28.8% | $62,293+34.6% |
| Participation rate | 62.8% | 74.2%-11.4pp | 79.7%-16.8pp | 69.5%-6.7pp |
| Annual return | 17.44% | 18.66%-1.2pp | 335.11%-317.7pp | 28.90%-11.5pp |
| Employer contribution / active EE | $426 | $1,934-77.9% | $3,786-88.7% | $2,042-79.1% |
| Participant deferral / active EE | $3,273 | $3,189+2.7% | $4,482-27.0% | $3,169+3.3% |
| Admin fee / account holder | $75 | $587-87.3% | $8,021-99.1% | $479-84.4% |