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 | $70,773 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $54,996 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,394 |
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 | $95,637 | $100,801-5.1% | $149,730-36.1% | $73,412+30.3% |
| Participation rate | 97.4% | 77.7%+19.7pp | 82.5%+14.9pp | 72.2%+25.2pp |
| Annual return | 16.22% | 265.34%-249.1pp | 276.70%-260.5pp | 59.30%-43.1pp |
| Employer contribution / active EE | $933 | $3,312-71.8% | $4,645-79.9% | $2,234-58.2% |
| Participant deferral / active EE | $11,040 | $6,404+72.4% | $6,843+61.3% | $3,806+190.1% |
| Admin fee / account holder | $186 | $181+2.8% | $9,310-98.0% | $158+17.7% |