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 | $70,531 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,962 |
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 | $83,868 | $106,264-21.1% | $147,117-43.0% | $77,762+7.9% |
| Participation rate | 94.9% | 78.4%+16.5pp | 82.2%+12.7pp | 70.6%+24.3pp |
| Annual return | 22.07% | 56.94%-34.9pp | 420.54%-398.5pp | 31.27%-9.2pp |
| Employer contribution / active EE | $7,746 | $4,074+90.1% | $4,932+57.0% | $2,728+184.0% |
| Participant deferral / active EE | $17,850 | $8,003+123.0% | $8,065+121.3% | $4,651+283.8% |
| Admin fee / account holder | $93 | $334-72.3% | $12,993-99.3% | $433-78.6% |