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 | $154,440 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,091 |
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 | $121,344 | $87,125+39.3% | $108,421+11.9% | $86,828+39.8% |
| Participation rate | 96.4% | 80.5%+15.9pp | 80.1%+16.3pp | 72.3%+24.1pp |
| Annual return | 19.09% | 25.21%-6.1pp | 905.61%-886.5pp | 97.95%-78.9pp |
| Employer contribution / active EE | $4,105 | $2,477+65.7% | $3,560+15.3% | $2,406+70.6% |
| Participant deferral / active EE | $13,532 | $6,944+94.9% | $6,564+106.2% | $4,132+227.5% |
| Admin fee / account holder | $102 | $130-21.7% | $7,298-98.6% | $170-39.9% |