Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $69,287 |
MMA SECURITIES LLC4 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $16,508 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,984 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,686 | $95,369-49.0% | $135,942-64.2% | $74,440-34.6% |
| Participation rate | 94.3% | 78.2%+16.1pp | 81.9%+12.4pp | 70.7%+23.5pp |
| Annual return | 22.08% | 32.72%-10.6pp | 68.28%-46.2pp | 34.37%-12.3pp |
| Employer contribution / active EE | $3,384 | $3,878-12.7% | $4,858-30.3% | $2,638+28.3% |
| Participant deferral / active EE | $10,114 | $7,788+29.9% | $7,759+30.3% | $4,529+123.3% |
| Admin fee / account holder | $79 | $266-70.4% | $10,764-99.3% | $348-77.3% |