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 | $148,687 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $54,782 |
BROCK AND COMPANY1 year Filed as: BROCK CPAS Service code 10 4940 PEARL EAST CIRCLE · BOULDER, CO 80301 | Accounting | $15,651 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,248 | $107,624-71.9% | $76,735-60.6% | $103,975-70.9% |
| Participation rate | 98.0% | 70.3%+27.7pp | 69.5%+28.5pp | 72.5%+25.5pp |
| Annual return | 23.47% | 17.70%+5.8pp | 29.77%-6.3pp | 19.41%+4.1pp |
| Employer contribution / active EE | $1,032 | $4,589-77.5% | $2,454-58.0% | $3,722-72.3% |
| Participant deferral / active EE | $6,879 | $4,279+60.7% | $4,088+68.3% | $5,343+28.7% |
| Admin fee / account holder | $96 | $271-64.3% | $7,189-98.7% | $332-71.0% |