Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $5,564 |
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 | $41,937 | $102,422-59.1% | $147,117-71.5% | $80,959-48.2% |
| Participation rate | 93.3% | 75.9%+17.5pp | 82.2%+11.1pp | 67.7%+25.7pp |
| Annual return | 15.48% | 135.16%-119.7pp | 420.54%-405.1pp | 35.67%-20.2pp |
| Employer contribution / active EE | $6,232 | $3,717+67.6% | $4,932+26.3% | $2,757+126.0% |
| Participant deferral / active EE | $9,687 | $6,652+45.6% | $8,065+20.1% | $4,300+125.3% |
| Admin fee / account holder | $51 | $7,953-99.4% | $12,993-99.6% | $6,925-99.3% |