Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $77,846 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,797 |
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 | $91,730 | $93,131-1.5% | $106,551-13.9% | $86,813+5.7% |
| Participation rate | 91.7% | 81.4%+10.3pp | 76.1%+15.6pp | 72.3%+19.4pp |
| Annual return | 18.68% | 19.45%-0.8pp | 26.80%-8.1pp | 97.93%-79.2pp |
| Employer contribution / active EE | $4,295 | $2,895+48.3% | $2,819+52.4% | $2,406+78.5% |
| Participant deferral / active EE | $12,527 | $4,708+166.1% | $4,398+184.8% | $4,131+203.2% |
| Admin fee / account holder | $99 | $145-31.9% | $7,408-98.7% | $170-41.8% |