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 | $439,687 |
NEPC, LLC1 year Service code 28 · EIN 26-1429809 | Investment Management | $62,499 |
MELTON & MELTON LLP7+ years Filed as: MELTON AND MELTON Service code 10 · EIN 74-1550819 | Accounting | $12,000 |
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 | $211,520 | $67,512+213.3% | $185,854+13.8% | $93,010+127.4% |
| Participation rate | 91.9% | 67.1%+24.8pp | 81.7%+10.2pp | 73.9%+18.0pp |
| Annual return | 16.42% | 21.04%-4.6pp | 122.12%-105.7pp | 158.70%-142.3pp |
| Employer contribution / active EE | $8,597 | $1,783+382.1% | $5,169+66.3% | $2,705+217.8% |
| Participant deferral / active EE | $7,626 | $3,035+151.2% | $5,569+37.0% | $4,561+67.2% |
| Admin fee / account holder | $109 | $318-65.8% | $16,246-99.3% | $152-28.3% |