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 | $155,878 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $62,730 |
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 | $85,565 | $86,338-0.9% | $91,994-7.0% | $77,775+10.0% |
| Participation rate | 96.1% | 82.9%+13.2pp | 78.6%+17.5pp | 73.2%+22.9pp |
| Annual return | 28.80% | 29.65%-0.9pp | 69.04%-40.2pp | 32.58%-3.8pp |
| Employer contribution / active EE | $3,538 | $2,988+18.4% | $3,453+2.5% | $2,504+41.3% |
| Participant deferral / active EE | $11,427 | $6,908+65.4% | $5,924+92.9% | $3,966+188.1% |
| Admin fee / account holder | $86 | $79+8.4% | $7,744-98.9% | $100-14.0% |