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 | $291,840 |
PLANTE & MORAN, PLLC7+ years Filed as: PLANTE MORAN, PLLC Service code 10 · EIN 38-1357951 | Accounting | $16,000 |
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 | $131,705 | $120,450+9.3% | $159,495-17.4% | $93,010+41.6% |
| Participation rate | 85.8% | 78.0%+7.8pp | 82.8%+3.0pp | 73.9%+11.9pp |
| Annual return | 18.90% | 27.11%-8.2pp | 263.72%-244.8pp | 158.70%-139.8pp |
| Employer contribution / active EE | $3,710 | $3,526+5.2% | $4,831-23.2% | $2,705+37.1% |
| Participant deferral / active EE | $10,442 | $7,283+43.4% | $7,354+42.0% | $4,561+129.0% |
| Admin fee / account holder | $47 | $137-65.6% | $10,804-99.6% | $152-69.0% |