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 | $22,279 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,412 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,471 | $102,393+122.2% | $147,041+54.7% | $80,911+181.1% |
| Participation rate | 89.2% | 75.9%+13.3pp | 82.2%+7.0pp | 67.6%+21.5pp |
| Annual return | 16.29% | 134.95%-118.7pp | 419.21%-402.9pp | 35.63%-19.3pp |
| Employer contribution / active EE | $7,243 | $3,715+95.0% | $4,935+46.8% | $2,756+162.8% |
| Participant deferral / active EE | $20,260 | $6,647+204.8% | $8,071+151.0% | $4,297+371.5% |
| Admin fee / account holder | $241 | $7,943-97.0% | $13,006-98.1% | $6,935-96.5% |