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 | $43,541 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $25,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,956 | $122,042+128.6% | $184,260+51.4% | $74,459+274.6% |
| Participation rate | 91.4% | 85.5%+5.9pp | 86.8%+4.6pp | 67.2%+24.2pp |
| Annual return | 16.12% | 19.91%-3.8pp | 28.84%-12.7pp | 1369.70%-1353.6pp |
| Employer contribution / active EE | $17,451 | $4,537+284.6% | $6,427+171.5% | $2,626+564.6% |
| Participant deferral / active EE | $20,071 | $7,143+181.0% | $9,133+119.8% | $4,350+361.4% |
| Admin fee / account holder | $468 | $1,252-62.6% | $13,898-96.6% | $1,945-75.9% |