Filed November 6, 2024
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 | $62,074 |
COMMONWEALTH FINANCIAL NETWORK9+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $58,750 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,417 |
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 | $71,723 | $107,415-33.2% | $135,942-47.2% | $80,149-10.5% |
| Participation rate | 82.5% | 78.0%+4.4pp | 81.9%+0.5pp | 72.9%+9.5pp |
| Annual return | 42.74% | 91.99%-49.3pp | 68.28%-25.5pp | 40.39%+2.3pp |
| Employer contribution / active EE | $2,351 | $3,878-39.4% | $4,858-51.6% | $2,977-21.0% |
| Participant deferral / active EE | $5,257 | $8,189-35.8% | $7,759-32.2% | $5,015+4.8% |
| Admin fee / account holder | $90 | $127-29.0% | $10,764-99.2% | $145-37.8% |