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 |
|---|---|---|
NEWPORT GROUP, INC.10+ years Service code 37 · EIN 27-2037969 | Loan Processing | $26,302 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,164 | $82,133+108.4% | $147,318+16.2% | $64,097+167.0% |
| Participation rate | 72.8% | 62.3%+10.5pp | 82.1%-9.2pp | 55.2%+17.6pp |
| Annual return | 13.40% | 78.78%-65.4pp | 70.43%-57.0pp | 34.64%-21.2pp |
| Employer contribution / active EE | $4,316 | $2,872+50.3% | $4,593-6.0% | $1,891+128.2% |
| Participant deferral / active EE | $7,064 | $5,407+30.6% | $7,906-10.7% | $3,080+129.4% |
| Admin fee / account holder | $203 | $3,730-94.6% | $13,708-98.5% | $3,454-94.1% |