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 55 7333 E DOUBLETREE RANCH RD · SCOTTSDALE, AZ 85258 | Other Commissions | $35,338 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,423 |
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 | $49,390 | $44,229+11.7% | $155,789-68.3% | $55,191-10.5% |
| Participation rate | 98.2% | 60.8%+37.4pp | 76.1%+22.1pp | 69.2%+29.1pp |
| Annual return | 0.33% | 0.37%0pp | 71.54%-71.2pp | 10.78%-10.5pp |
| Employer contribution / active EE | $3,347 | $1,317+154.1% | $3,839-12.8% | $1,899+76.3% |
| Participant deferral / active EE | $5,119 | $2,851+79.5% | $4,798+6.7% | $3,046+68.0% |
| Admin fee / account holder | $14 | $86-83.4% | $7,477-99.8% | $91-84.2% |