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 | $108,738 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,135 |
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 | $35,019 | $81,948-57.3% | $90,760-61.4% | $64,819-46.0% |
| Participation rate | 89.4% | 80.5%+9.0pp | 75.7%+13.7pp | 71.5%+18.0pp |
| Annual return | -15.91% | -12.53%-3.4pp | -12.16%-3.8pp | 32.84%-48.8pp |
| Employer contribution / active EE | $2,803 | $3,067-8.6% | $2,922-4.1% | $2,507+11.8% |
| Participant deferral / active EE | $4,947 | $4,844+2.1% | $4,565+8.4% | $4,311+14.8% |
| Admin fee / account holder | $201 | $157+28.2% | $8,444-97.6% | $188+7.2% |