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 |
|---|---|---|
LATITUDE SERVICE COMPANY INC2 years Filed as: LATITUDE SERVICE COMPANY INC. Service code 49 · EIN 82-1371994 | Other Services | $17,082 |
Filed as: CLARK SCHAEFER HACKET Service code 99 · EIN 11-1000111 | Other Fees | $11,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $453,213 | $77,920+481.6% | $149,723+202.7% | $75,177+502.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.17% | 31.72%-14.6pp | 134.50%-117.3pp | 160.75%-143.6pp |
| Employer contribution / active EE | $29,537 | $3,138+841.2% | $4,821+512.6% | $2,671+1005.8% |
| Participant deferral / active EE | $16,915 | $3,411+395.8% | $5,682+197.7% | $4,126+309.9% |
| Admin fee / account holder | $115 | $5,951-98.1% | $13,215-99.1% | $5,651-98.0% |