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 | $742,168 |
MELTON & MELTON LLP1 year Filed as: MELTON & MELTON Service code 10 · EIN 74-1550819 | Accounting | $11,500 |
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 | $140,822 | $37,213+278.4% | $156,551-10.0% | $63,975+120.1% |
| Participation rate | 87.5% | 65.0%+22.5pp | 84.0%+3.5pp | 71.1%+16.4pp |
| Annual return | 7.89% | 47.89%-40.0pp | 32.23%-24.3pp | 48.65%-40.8pp |
| Employer contribution / active EE | $7,964 | $1,357+486.9% | $5,501+44.8% | $2,182+265.0% |
| Participant deferral / active EE | $6,252 | $2,070+202.0% | $4,871+28.4% | $3,356+86.3% |
| Admin fee / account holder | $229 | $56+306.1% | $13,028-98.2% | $70+224.7% |