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 37 · EIN 04-2647786 | Loan Processing | $400,876 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 16 · EIN 33-0905143 | Consulting | $57,875 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,113 |
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 | $43,452 | $88,479-50.9% | $96,515-55.0% | $80,157-45.8% |
| Participation rate | 86.7% | 79.9%+6.8pp | 74.3%+12.3pp | 72.9%+13.7pp |
| Annual return | 17.08% | 22.53%-5.4pp | 35.73%-18.6pp | 40.39%-23.3pp |
| Employer contribution / active EE | $2,618 | $4,177-37.3% | $3,740-30.0% | $2,977-12.1% |
| Participant deferral / active EE | $5,230 | $3,961+32.1% | $4,880+7.2% | $5,015+4.3% |
| Admin fee / account holder | $101 | $211-52.4% | $6,735-98.5% | $145-30.6% |