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 | $68,372 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,291 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $102,028 | $56,540+80.5% | $185,851-45.1% | $86,821+17.5% |
| Participation rate | 58.8% | 65.5%-6.7pp | 81.7%-22.9pp | 72.3%-13.5pp |
| Annual return | 14.81% | 118.20%-103.4pp | 122.11%-107.3pp | 97.94%-83.1pp |
| Employer contribution / active EE | $1,230 | $1,844-33.3% | $5,168-76.2% | $2,406-48.9% |
| Participant deferral / active EE | $4,842 | $2,555+89.5% | $5,569-13.0% | $4,132+17.2% |
| Admin fee / account holder | $143 | $150-4.6% | $16,245-99.1% | $170-15.8% |