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 37 · EIN 04-2647786 | Loan Processing | $214,303 |
FIDUCIARY EXPERTS LLC5+ years Service code 27 · EIN 95-1851437 | Advisory (Plan) | $65,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,182 | $53,565-54.9% | $172,752-86.0% | $82,204-70.6% |
| Participation rate | 32.5% | 69.6%-37.1pp | 82.6%-50.1pp | 73.4%-40.9pp |
| Annual return | 20.04% | 31.42%-11.4pp | 802.97%-782.9pp | 26.31%-6.3pp |
| Employer contribution / active EE | $228 | $1,857-87.7% | $5,144-95.6% | $2,707-91.6% |
| Participant deferral / active EE | $1,158 | $3,006-61.5% | $5,198-77.7% | $4,246-72.7% |
| Admin fee / account holder | $115 | $61+87.0% | $13,955-99.2% | $76+51.8% |