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 | $190,007 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $71,250 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,387 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $86,522 | $145,516-40.5% | $184,243-53.0% | $99,269-12.8% |
| Participation rate | 97.7% | 90.3%+7.4pp | 86.8%+10.8pp | 71.7%+25.9pp |
| Annual return | 14.78% | 21.23%-6.4pp | 28.82%-14.0pp | 17.66%-2.9pp |
| Employer contribution / active EE | $2,147 | $5,354-59.9% | $6,427-66.6% | $3,265-34.2% |
| Participant deferral / active EE | $6,432 | $8,423-23.6% | $9,132-29.6% | $5,344+20.4% |
| Admin fee / account holder | $39 | $78-49.2% | $13,914-99.7% | $109-63.8% |