Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $40,957 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,153 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,623 | $80,753-5.1% | $136,298-43.8% | $62,293+23.0% |
| Participation rate | 93.5% | 73.5%+20.0pp | 81.9%+11.6pp | 69.5%+24.0pp |
| Annual return | 17.16% | 35.83%-18.7pp | 5156.27%-5139.1pp | 28.90%-11.7pp |
| Employer contribution / active EE | $1,368 | $2,884-52.6% | $4,696-70.9% | $2,042-33.0% |
| Participant deferral / active EE | $4,869 | $5,164-5.7% | $6,247-22.1% | $3,169+53.6% |
| Admin fee / account holder | $297 | $525-43.4% | $9,244-96.8% | $479-38.0% |