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 13 · EIN 06-1050034 | Contract Administrator | $106,921 |
GETTRY MARCUS CPA, P.C.5 years Service code 10 · EIN 13-3418879 | Accounting | $10,000 |
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 | $70,395 | $136,266-48.3% | $90,760-22.4% | $77,906-9.6% |
| Participation rate | 98.3% | 86.6%+11.7pp | 75.7%+22.6pp | 73.7%+24.6pp |
| Annual return | -13.03% | -11.32%-1.7pp | -12.16%-0.9pp | 12.16%-25.2pp |
| Employer contribution / active EE | $8,335 | $4,215+97.7% | $2,922+185.3% | $2,846+192.8% |
| Participant deferral / active EE | $7,538 | $6,353+18.6% | $4,565+65.1% | $4,805+56.9% |
| Admin fee / account holder | $57 | $399-85.7% | $8,444-99.3% | $133-57.1% |