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 | $64,544 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,478 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,827 | $81,948-5.0% | $90,760-14.3% | $64,819+20.1% |
| Participation rate | 76.7% | 80.5%-3.8pp | 75.7%+1.0pp | 71.5%+5.2pp |
| Annual return | -15.56% | -12.53%-3.0pp | -12.16%-3.4pp | 32.84%-48.4pp |
| Employer contribution / active EE | $4,735 | $3,067+54.4% | $2,922+62.1% | $2,507+88.9% |
| Participant deferral / active EE | $14,007 | $4,844+189.2% | $4,565+206.8% | $4,311+224.9% |
| Admin fee / account holder | $81 | $157-48.4% | $8,444-99.0% | $188-56.9% |