Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $21,010 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,126 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,922 | $101,672-29.3% | $147,117-51.1% | $74,478-3.4% |
| Participation rate | 92.9% | 75.5%+17.4pp | 82.2%+10.8pp | 67.2%+25.7pp |
| Annual return | 26.57% | 8757.83%-8731.3pp | 420.54%-394.0pp | 1370.56%-1344.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $19,881 | $7,305+172.2% | $8,065+146.5% | $4,350+357.0% |
| Admin fee / account holder | $51 | $1,753-97.1% | $12,993-99.6% | $1,946-97.4% |