Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $66,020 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,023 |
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 | $191,077 | $106,247+79.8% | $147,096+29.9% | $77,714+145.9% |
| Participation rate | 94.2% | 78.4%+15.8pp | 82.2%+12.0pp | 70.6%+23.6pp |
| Annual return | 20.11% | 56.87%-36.8pp | 419.75%-399.6pp | 31.26%-11.1pp |
| Employer contribution / active EE | $16,276 | $4,069+300.0% | $4,936+229.7% | $2,727+496.9% |
| Participant deferral / active EE | $16,994 | $7,996+112.5% | $8,071+110.6% | $4,649+265.5% |
| Admin fee / account holder | $105 | $338-68.9% | $13,005-99.2% | $433-75.7% |