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 |
|---|---|---|
NWPS5 years Service code 37 · EIN 91-2090931 300 E. JOPPA ROAD, SUITE 601 · TOWSON, MD 21286 | Loan Processing | $52,069 |
Service code 26 · EIN 47-1411118 | Advisory (Participants) | $41,277 |
BENEFIT AUDIT GROUP, LLC2 years Service code 10 · EIN 26-2404897 | Accounting | $13,200 |
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 | $62,660 | $54,193+15.6% | $93,654-33.1% | $77,671-19.3% |
| Participation rate | 98.1% | 63.9%+34.2pp | 68.7%+29.4pp | 70.6%+27.5pp |
| Annual return | 13.39% | 30.54%-17.2pp | 133.34%-120.0pp | 31.21%-17.8pp |
| Employer contribution / active EE | $1,935 | $1,168+65.7% | $2,421-20.1% | $2,726-29.0% |
| Participant deferral / active EE | $6,557 | $3,144+108.6% | $4,413+48.6% | $4,648+41.1% |
| Admin fee / account holder | $225 | $576-60.8% | $8,282-97.3% | $430-47.6% |