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 |
|---|---|---|
PURSHE KAPLAN STERLING INV3 years Service code 55 · EIN 13-3749682 | Other Commissions | $53,947 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,272 |
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 | $129,270 | $58,093+122.5% | $80,022+61.5% | $56,289+129.7% |
| Participation rate | 99.4% | 73.6%+25.8pp | 75.8%+23.6pp | 69.9%+29.5pp |
| Annual return | -5.71% | 34.63%-40.3pp | 11.22%-16.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $4,918 | $1,933+154.4% | $2,468+99.3% | $2,111+132.9% |
| Participant deferral / active EE | $6,288 | $3,136+100.5% | $3,686+70.6% | $3,350+87.7% |
| Admin fee / account holder | $10 | $623-98.4% | $6,521-99.8% | $521-98.1% |