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 | $99,627 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,867 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $5,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,685 | $89,093-15.0% | $102,434-26.1% | $77,736-2.6% |
| Participation rate | 91.6% | 80.9%+10.7pp | 76.5%+15.1pp | 70.6%+21.0pp |
| Annual return | 20.44% | 25.03%-4.6pp | 29.46%-9.0pp | 31.26%-10.8pp |
| Employer contribution / active EE | $6,940 | $2,699+157.1% | $3,023+129.5% | $2,728+154.4% |
| Participant deferral / active EE | $12,976 | $5,147+152.1% | $5,055+156.7% | $4,651+179.0% |
| Admin fee / account holder | $164 | $236-30.6% | $9,462-98.3% | $433-62.2% |