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 | $34,781 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,278 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,683 | $86,225+100.3% | $146,643+17.8% | $86,821+98.9% |
| Participation rate | 96.7% | 78.0%+18.7pp | 80.1%+16.7pp | 72.3%+24.4pp |
| Annual return | 15.06% | 31.23%-16.2pp | 22.75%-7.7pp | 97.94%-82.9pp |
| Employer contribution / active EE | $3,620 | $2,392+51.3% | $4,137-12.5% | $2,406+50.5% |
| Participant deferral / active EE | $8,872 | $4,245+109.0% | $5,506+61.1% | $4,132+114.7% |
| Admin fee / account holder | $59 | $195-70.0% | $10,280-99.4% | $170-65.4% |