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 |
|---|---|---|
STRIBLING WHALEN FINANCIAL GROUP1+ years Service code 27 620 SPRING ST. SE · GAINESVILLE, GA 30501 | Advisory (Plan) | $96,884 |
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Claims processing; Direct payment fro... | $72,479 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,942 | $37,117+136.9% | $147,617-40.4% | $55,191+59.3% |
| Participation rate | 92.9% | 63.6%+29.3pp | 84.6%+8.3pp | 69.2%+23.8pp |
| Annual return | 0.87% | 3.44%-2.6pp | 61.98%-61.1pp | 10.78%-9.9pp |
| Employer contribution / active EE | $5,780 | $1,620+256.7% | $5,564+3.9% | $1,899+204.4% |
| Participant deferral / active EE | $3,471 | $1,985+74.8% | $4,895-29.1% | $3,046+13.9% |
| Admin fee / account holder | $181 | $86+111.4% | $11,612-98.4% | $91+99.3% |