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 | $40,356 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,155 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $13,333 |
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 | $70,557 | $106,264-33.6% | $147,117-52.0% | $77,762-9.3% |
| Participation rate | 97.3% | 78.4%+18.9pp | 82.2%+15.1pp | 70.6%+26.7pp |
| Annual return | 24.22% | 56.94%-32.7pp | 420.54%-396.3pp | 31.27%-7.1pp |
| Employer contribution / active EE | $5,126 | $4,074+25.8% | $4,932+3.9% | $2,728+87.9% |
| Participant deferral / active EE | $15,041 | $8,003+87.9% | $8,065+86.5% | $4,651+223.4% |
| Admin fee / account holder | $161 | $334-51.9% | $12,993-98.8% | $433-62.8% |