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 | $14,901 |
Filed as: CEDAR BROOK GROUP Service code 27 · EIN 20-3168699 | Advisory (Plan) | $12,379 |
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 | $35,676 | $101,591-64.9% | $147,096-75.7% | $74,429-52.1% |
| Participation rate | 91.9% | 75.5%+16.3pp | 82.2%+9.7pp | 67.2%+24.6pp |
| Annual return | 15.07% | 8746.45%-8731.4pp | 419.75%-404.7pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $1,513 | $3,813-60.3% | $4,936-69.3% | $2,625-42.3% |
| Participant deferral / active EE | $5,044 | $7,302-30.9% | $8,071-37.5% | $4,348+16.0% |
| Admin fee / account holder | $149 | $1,750-91.5% | $13,005-98.9% | $1,944-92.4% |