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 37 · EIN 04-2647786 | Loan Processing | $95,893 |
Filed as: ARTHUR GALLAGHER & CO Service code 22 · EIN 36-4291971 | Insurance Broker | $20,000 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 22 · EIN 35-2552359 | Insurance Broker | $10,000 |
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 | $25,487 | $64,286-60.4% | $90,970-72.0% | $73,412-65.3% |
| Participation rate | 80.4% | 63.6%+16.8pp | 69.0%+11.4pp | 72.2%+8.2pp |
| Annual return | 12.95% | 21.46%-8.5pp | 134.60%-121.6pp | 59.30%-46.3pp |
| Employer contribution / active EE | $766 | $895-14.4% | $2,122-63.9% | $2,234-65.7% |
| Participant deferral / active EE | $3,146 | $2,453+28.2% | $3,373-6.7% | $3,806-17.3% |
| Admin fee / account holder | $128 | $287-55.3% | $5,961-97.8% | $158-18.8% |