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 | $64,822 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $63,820 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,285 |
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 | $60,652 | $55,482+9.3% | $76,051-20.2% | $77,692-21.9% |
| Participation rate | 94.0% | 63.7%+30.3pp | 69.1%+24.9pp | 70.6%+23.4pp |
| Annual return | 94.61% | 17.09%+77.5pp | 360.42%-265.8pp | 31.25%+63.4pp |
| Employer contribution / active EE | $5,214 | $1,792+190.9% | $2,690+93.9% | $2,726+91.3% |
| Participant deferral / active EE | $12,810 | $3,455+270.8% | $4,257+200.9% | $4,648+175.6% |
| Admin fee / account holder | $213 | $407-47.6% | $6,416-96.7% | $431-50.5% |