Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,852 |
NFP RETIREMENT INC1+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $22,766 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,581 | $106,110-44.8% | $147,005-60.2% | $77,671-24.6% |
| Participation rate | 61.9% | 78.4%-16.5pp | 82.2%-20.3pp | 70.6%-8.7pp |
| Annual return | 0.00% | 56.77%-56.8pp | 418.76%-418.8pp | 31.21%-31.2pp |
| Employer contribution / active EE | $1,008 | $4,065-75.2% | $4,934-79.6% | $2,726-63.0% |
| Participant deferral / active EE | $5,406 | $7,992-32.4% | $8,070-33.0% | $4,648+16.3% |
| Admin fee / account holder | $190 | $338-43.7% | $13,006-98.5% | $430-55.8% |