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 | $106,247-44.9% | $147,096-60.2% | $77,714-24.6% |
| Participation rate | 61.9% | 78.4%-16.5pp | 82.2%-20.3pp | 70.6%-8.7pp |
| Annual return | 0.00% | 56.87%-56.9pp | 419.75%-419.7pp | 31.26%-31.3pp |
| Employer contribution / active EE | $1,008 | $4,069-75.2% | $4,936-79.6% | $2,727-63.0% |
| Participant deferral / active EE | $5,406 | $7,996-32.4% | $8,071-33.0% | $4,649+16.3% |
| Admin fee / account holder | $190 | $338-43.7% | $13,005-98.5% | $433-56.1% |