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 | $16,021 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,571 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,630 | $106,749+11.1% | $145,433-18.4% | $82,448+43.9% |
| Participation rate | 87.3% | 75.6%+11.6pp | 82.1%+5.2pp | 68.1%+19.2pp |
| Annual return | 19.31% | 27.59%-8.3pp | 66.58%-47.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,422 | $3,444-58.7% | $4,554-68.8% | $2,551-44.3% |
| Participant deferral / active EE | $24,577 | $6,519+277.0% | $7,897+211.2% | $4,139+493.7% |
| Admin fee / account holder | $145 | $8,390-98.3% | $13,129-98.9% | $7,234-98.0% |