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 37 · EIN 04-2647786 | Loan Processing | $449,728 |
CALLAN ASSOCIATES2 years Filed as: CALLAN ASSOCIATES INC. Service code 27 · EIN 94-2192581 | Advisory (Plan) | $143,783 |
MELTON & MELTON LLP3 years Filed as: MELTON & MELTON, L.L.P. Service code 10 · EIN 74-1550819 | Accounting | $20,683 |
Form 5500 reported that benefits due were not provided when due.
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 | $146,807 | $47,456+209.4% | $172,757-15.0% | $77,775+88.8% |
| Participation rate | 80.4% | 66.3%+14.1pp | 82.6%-2.2pp | 73.2%+7.2pp |
| Annual return | 22.85% | 35.57%-12.7pp | 803.06%-780.2pp | 32.58%-9.7pp |
| Employer contribution / active EE | $5,903 | $1,574+275.0% | $5,144+14.8% | $2,504+135.8% |
| Participant deferral / active EE | $6,065 | $2,560+136.9% | $5,198+16.7% | $3,966+52.9% |
| Admin fee / account holder | $114 | $81+40.5% | $13,956-99.2% | $100+13.5% |