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 | $654,049 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,131 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,729 | $120,450-59.5% | $159,495-69.4% | $93,010-47.6% |
| Participation rate | 92.2% | 78.0%+14.2pp | 82.8%+9.3pp | 73.9%+18.3pp |
| Annual return | 25.53% | 27.11%-1.6pp | 263.72%-238.2pp | 158.70%-133.2pp |
| Employer contribution / active EE | $0 | $3,526-100.0% | $4,831-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $16,052 | $7,283+120.4% | $7,354+118.3% | $4,561+252.0% |
| Admin fee / account holder | $120 | $137-12.0% | $10,804-98.9% | $152-20.7% |