Filed May 17, 2024 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $265,825 |
NFP RETIREMENT INC4+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $118,747 |
FID INV INST OPS CO1 year Service code 60 | Sub-TA Fees | $0 |
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 | $122,245 | $120,321+1.6% | $147,117-16.9% | $99,313+23.1% |
| Participation rate | 92.5% | 73.4%+19.2pp | 82.2%+10.3pp | 71.7%+20.8pp |
| Annual return | 20.83% | 28.95%-8.1pp | 420.54%-399.7pp | 17.67%+3.2pp |
| Employer contribution / active EE | $7,837 | $4,158+88.5% | $4,932+58.9% | $3,264+140.1% |
| Participant deferral / active EE | $10,109 | $8,044+25.7% | $8,065+25.3% | $5,346+89.1% |
| Admin fee / account holder | $39 | $150-73.8% | $12,993-99.7% | $109-63.9% |