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 | $104,554 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,650 |
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 | $36,627 | $96,458-62.0% | $136,298-73.1% | $77,958-53.0% |
| Participation rate | 88.8% | 75.4%+13.5pp | 81.9%+6.9pp | 71.6%+17.2pp |
| Annual return | 20.32% | 23.78%-3.5pp | 5156.27%-5136.0pp | 20.87%-0.5pp |
| Employer contribution / active EE | $1,136 | $3,144-63.9% | $4,696-75.8% | $2,310-50.8% |
| Participant deferral / active EE | $3,455 | $5,902-41.5% | $6,247-44.7% | $3,537-2.3% |
| Admin fee / account holder | $68 | $80-16.0% | $9,244-99.3% | $97-30.6% |