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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 37 · EIN 01-0233346 | Loan Processing | $18,601 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $16,760 |
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 | $81,373 | $64,176+26.8% | $112,263-27.5% | $66,949+21.5% |
| Participation rate | 91.6% | 68.4%+23.2pp | 75.1%+16.5pp | 69.8%+21.8pp |
| Annual return | -13.67% | -13.80%+0.1pp | 27.49%-41.2pp | 1.57%-15.2pp |
| Employer contribution / active EE | $1,619 | $3,007-46.2% | $3,636-55.5% | $2,545-36.4% |
| Participant deferral / active EE | $5,300 | $3,694+43.5% | $4,729+12.1% | $4,239+25.0% |
| Admin fee / account holder | $262 | $626-58.1% | $6,410-95.9% | $594-55.9% |