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 | $42,852 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,885 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,726 | $82,163-45.6% | $125,381-64.3% | $64,819-31.0% |
| Participation rate | 92.1% | 77.9%+14.3pp | 82.4%+9.8pp | 71.5%+20.7pp |
| Annual return | -14.08% | 3.49%-17.6pp | 572.31%-586.4pp | 32.84%-46.9pp |
| Employer contribution / active EE | $2,244 | $3,616-37.9% | $4,815-53.4% | $2,507-10.5% |
| Participant deferral / active EE | $6,936 | $7,175-3.3% | $7,448-6.9% | $4,311+60.9% |
| Admin fee / account holder | $89 | $163-45.5% | $10,007-99.1% | $188-52.6% |