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 | $334,046 |
EJ CALLAHAN & ASSOCIATES LLC6+ years Filed as: CALLAHAN Service code 28 · EIN 94-2192581 | Investment Management | $120,027 |
CURCIO WEBB1 year Service code 16 · EIN 36-4171366 | Consulting | $23,788 |
MELTON & MELTON LLP6+ years Filed as: MELTON AND MELTON Service code 10 · EIN 74-1550819 | Accounting | $12,000 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,081 | $56,095+237.1% | $178,510+5.9% | $90,274+109.5% |
| Participation rate | 93.5% | 65.6%+27.9pp | 81.9%+11.6pp | 73.4%+20.2pp |
| Annual return | 19.35% | 28.81%-9.5pp | 151.13%-131.8pp | 53.97%-34.6pp |
| Employer contribution / active EE | $8,346 | $1,572+430.7% | $5,011+66.5% | $2,523+230.7% |
| Participant deferral / active EE | $7,148 | $2,669+167.8% | $5,202+37.4% | $4,231+69.0% |
| Admin fee / account holder | $109 | $101+7.9% | $13,988-99.2% | $114-4.8% |