Filed December 3, 2025
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 | $29,957 |
RPA FINANCIAL LLC1 year Service code 27 · EIN 83-1143379 | Advisory (Plan) | $17,075 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,805 | $91,517-75.1% | $101,264-77.5% | $73,412-68.9% |
| Participation rate | 77.0% | 73.8%+3.2pp | 75.8%+1.2pp | 72.2%+4.8pp |
| Annual return | 14.72% | 17.17%-2.4pp | 46.48%-31.8pp | 59.30%-44.6pp |
| Employer contribution / active EE | $224 | $2,877-92.2% | $3,660-93.9% | $2,234-90.0% |
| Participant deferral / active EE | $2,421 | $3,338-27.5% | $4,370-44.6% | $3,806-36.4% |
| Admin fee / account holder | $148 | $216-31.3% | $5,947-97.5% | $158-6.0% |