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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $14,886 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,917 | $50,919-64.8% | $155,556-88.5% | $77,762-77.0% |
| Participation rate | 89.6% | 63.1%+26.5pp | 78.2%+11.4pp | 70.6%+19.0pp |
| Annual return | 15.24% | 34.84%-19.6pp | 64.84%-49.6pp | 31.27%-16.0pp |
| Employer contribution / active EE | $780 | $1,991-60.8% | $4,675-83.3% | $2,728-71.4% |
| Participant deferral / active EE | $1,581 | $2,824-44.0% | $5,631-71.9% | $4,651-66.0% |
| Admin fee / account holder | $12 | $437-97.3% | $15,885-99.9% | $433-97.3% |