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 | $65,019 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,261 |
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 | $29,695 | $65,960-55.0% | $81,882-63.7% | $77,762-61.8% |
| Participation rate | 84.0% | 65.8%+18.3pp | 72.4%+11.6pp | 70.6%+13.4pp |
| Annual return | 17.28% | 26.64%-9.4pp | 779.47%-762.2pp | 31.27%-14.0pp |
| Employer contribution / active EE | $2,412 | $2,375+1.6% | $2,916-17.3% | $2,728-11.6% |
| Participant deferral / active EE | $5,616 | $3,505+60.2% | $4,323+29.9% | $4,651+20.8% |
| Admin fee / account holder | $127 | $526-75.9% | $7,360-98.3% | $433-70.7% |