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 |
|---|---|---|
Service code 55 · EIN 38-2722519 | Other Commissions | $22,148 |
Service code 37 · EIN 04-2647786 | Loan Processing | $350 |
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 | $66,508 | $91,439-27.3% | $135,974-51.1% | $71,511-7.0% |
| Participation rate | 92.7% | 75.7%+17.0pp | 81.9%+10.7pp | 67.9%+24.7pp |
| Annual return | 19.01% | 29.90%-10.9pp | 68.30%-49.3pp | 28.86%-9.8pp |
| Employer contribution / active EE | $1,378 | $3,705-62.8% | $4,859-71.6% | $2,589-46.8% |
| Participant deferral / active EE | $7,989 | $7,093+12.6% | $7,760+3.0% | $4,291+86.2% |
| Admin fee / account holder | $3 | $1,267-99.8% | $10,767-100.0% | $1,588-99.8% |