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 | $63,099 |
IPS RIA, LLC3 years Filed as: IPS RIA, LLC. Service code 27 · EIN 47-1445310 | Advisory (Plan) | $44,303 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,846 |
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 | $38,343 | $75,388-49.1% | $123,553-69.0% | $55,725-31.2% |
| Participation rate | 96.8% | 75.7%+21.1pp | 82.3%+14.5pp | 70.9%+25.9pp |
| Annual return | -2.91% | 4.48%-7.4pp | 119.21%-122.1pp | 244.93%-247.8pp |
| Employer contribution / active EE | $1,791 | $3,063-41.5% | $4,628-61.3% | $2,078-13.8% |
| Participant deferral / active EE | $9,772 | $5,651+72.9% | $6,426+52.1% | $3,356+191.2% |
| Admin fee / account holder | $88 | $120-26.7% | $9,284-99.1% | $115-23.8% |