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 |
|---|---|---|
EMBREE FINANCIAL GROUP1+ years Service code 27 · EIN 36-3983748 | Advisory (Plan) | $102,940 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,138 |
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 | $51,371 | $95,388-46.1% | $125,391-59.0% | $77,906-34.1% |
| Participation rate | 89.1% | 78.6%+10.5pp | 82.4%+6.7pp | 73.7%+15.4pp |
| Annual return | -8.46% | 116.19%-124.6pp | 572.41%-580.9pp | 12.16%-20.6pp |
| Employer contribution / active EE | $5,192 | $3,666+41.6% | $4,816+7.8% | $2,846+82.4% |
| Participant deferral / active EE | $7,857 | $7,711+1.9% | $7,448+5.5% | $4,805+63.5% |
| Admin fee / account holder | $83 | $119-30.5% | $10,009-99.2% | $133-37.7% |