Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,580 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,567 |
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 | $86,429 | $79,189+9.1% | $102,457-15.6% | $74,400+16.2% |
| Participation rate | 95.5% | 74.8%+20.7pp | 76.5%+19.0pp | 67.2%+28.3pp |
| Annual return | 20.46% | 54.98%-34.5pp | 29.41%-8.9pp | 1367.51%-1347.1pp |
| Employer contribution / active EE | $5,732 | $2,362+142.6% | $3,022+89.7% | $2,624+118.4% |
| Participant deferral / active EE | $18,067 | $4,415+309.2% | $5,054+257.5% | $4,348+315.5% |
| Admin fee / account holder | $137 | $2,002-93.2% | $9,451-98.6% | $1,944-93.0% |