Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $71,705 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,531 |
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 | $55,743 | $50,150+11.2% | $149,723-62.8% | $80,169-30.5% |
| Participation rate | 99.5% | 64.3%+35.2pp | 78.8%+20.7pp | 72.9%+26.5pp |
| Annual return | 21.24% | 29.80%-8.6pp | 134.50%-113.3pp | 40.39%-19.2pp |
| Employer contribution / active EE | $2,322 | $1,868+24.3% | $4,821-51.8% | $2,978-22.0% |
| Participant deferral / active EE | $4,299 | $3,195+34.6% | $5,682-24.3% | $5,016-14.3% |
| Admin fee / account holder | $53 | $153-65.0% | $13,215-99.6% | $145-63.1% |