Filed February 18, 2022
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 27 · EIN 35-2552359 | Advisory (Plan) | $23,711 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,540 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $97,212 | $100,801-3.6% | $149,730-35.1% | $73,412+32.4% |
| Participation rate | 89.5% | 77.7%+11.8pp | 82.5%+7.0pp | 72.2%+17.3pp |
| Annual return | 32.18% | 265.34%-233.2pp | 276.70%-244.5pp | 59.30%-27.1pp |
| Employer contribution / active EE | $2,309 | $3,312-30.3% | $4,645-50.3% | $2,234+3.4% |
| Participant deferral / active EE | $10,552 | $6,404+64.8% | $6,843+54.2% | $3,806+177.3% |
| Admin fee / account holder | $64 | $181-64.4% | $9,310-99.3% | $158-59.3% |