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 | $98,678 |
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $47,764 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,890 |
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 | $82,850 | $106,110-21.9% | $147,005-43.6% | $77,671+6.7% |
| Participation rate | 94.0% | 78.4%+15.6pp | 82.2%+11.8pp | 70.6%+23.4pp |
| Annual return | 19.89% | 56.77%-36.9pp | 418.76%-398.9pp | 31.21%-11.3pp |
| Employer contribution / active EE | $4,417 | $4,065+8.7% | $4,934-10.5% | $2,726+62.0% |
| Participant deferral / active EE | $17,945 | $7,992+124.5% | $8,070+122.4% | $4,648+286.1% |
| Admin fee / account holder | $123 | $338-63.5% | $13,006-99.1% | $430-71.4% |