Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 38-2722519 | Other Commissions | $214,988 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,172 |
Form 5500 reported that benefits due were not provided when due.
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 | $192,903 | $88,982+116.8% | $102,438+88.3% | $77,671+148.4% |
| Participation rate | 96.7% | 80.9%+15.8pp | 76.5%+20.2pp | 70.6%+26.1pp |
| Annual return | 15.64% | 25.01%-9.4pp | 29.37%-13.7pp | 31.21%-15.6pp |
| Employer contribution / active EE | $3,828 | $2,698+41.9% | $3,024+26.6% | $2,726+40.4% |
| Participant deferral / active EE | $16,589 | $5,144+222.5% | $5,054+228.3% | $4,648+256.9% |
| Admin fee / account holder | $5 | $236-98.1% | $9,448-100.0% | $430-99.0% |