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 | $308,528 |
PLANTE & MORAN, PLLC8+ years Filed as: PLANTE MORAN, PLLC Service code 10 · EIN 38-1357951 | Accounting | $15,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,265 |
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 | $91,993 | $93,773-1.9% | $125,401-26.6% | $78,104+17.8% |
| Participation rate | 78.3% | 75.6%+2.7pp | 82.4%-4.1pp | 74.5%+3.8pp |
| Annual return | -17.48% | 277.78%-295.3pp | 572.53%-590.0pp | 10.90%-28.4pp |
| Employer contribution / active EE | $2,965 | $3,678-19.4% | $4,816-38.4% | $3,128-5.2% |
| Participant deferral / active EE | $8,709 | $6,971+24.9% | $7,448+16.9% | $5,089+71.1% |
| Admin fee / account holder | $42 | $67-37.2% | $10,008-99.6% | $79-46.7% |