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 |
|---|---|---|
Filed as: INSTITUTIONAL SECURITIES CORP. Service code 55 · EIN 75-2181339 | Other Commissions | $13,327 |
HENRY & PETERS, PC4+ years Service code 10 · EIN 75-1503978 | Accounting | $9,848 |
Service code 55 · EIN 59-2937883 | Other Commissions | $8,991 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,481 |
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 | $78,777 | $79,523-0.9% | $140,019-43.7% | $56,289+40.0% |
| Participation rate | 97.1% | 85.7%+11.4pp | 87.5%+9.6pp | 69.9%+27.3pp |
| Annual return | -2.35% | 2.39%-4.7pp | 651.17%-653.5pp | -9.96%+7.6pp |
| Employer contribution / active EE | $2,350 | $3,350-29.8% | $5,605-58.1% | $2,111+11.3% |
| Participant deferral / active EE | $3,472 | $5,129-32.3% | $6,927-49.9% | $3,350+3.6% |
| Admin fee / account holder | $96 | $614-84.4% | $10,705-99.1% | $521-81.6% |