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 | $27,844 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,803 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,034 | $101,591-45.8% | $147,096-62.6% | $74,429-26.1% |
| Participation rate | 90.4% | 75.5%+14.8pp | 82.2%+8.2pp | 67.2%+23.1pp |
| Annual return | 17.86% | 8746.45%-8728.6pp | 419.75%-401.9pp | 1368.38%-1350.5pp |
| Employer contribution / active EE | $1,041 | $3,813-72.7% | $4,936-78.9% | $2,625-60.4% |
| Participant deferral / active EE | $15,805 | $7,302+116.4% | $8,071+95.8% | $4,348+263.5% |
| Admin fee / account holder | $186 | $1,750-89.4% | $13,005-98.6% | $1,944-90.4% |