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 27 · EIN 43-1451524 | Advisory (Plan) | $21,780 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,238 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,147 | $101,539-12.2% | $147,041-39.4% | $74,400+19.8% |
| Participation rate | 83.9% | 75.5%+8.3pp | 82.2%+1.7pp | 67.2%+16.6pp |
| Annual return | 21.24% | 8740.84%-8719.6pp | 419.21%-398.0pp | 1367.51%-1346.3pp |
| Employer contribution / active EE | $1,777 | $3,811-53.4% | $4,935-64.0% | $2,624-32.3% |
| Participant deferral / active EE | $15,194 | $7,304+108.0% | $8,071+88.3% | $4,348+249.4% |
| Admin fee / account holder | $110 | $1,749-93.7% | $13,006-99.2% | $1,944-94.3% |