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 | $113,651 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,325 |
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 | $71,417 | $95,388-25.1% | $125,381-43.0% | $77,906-8.3% |
| Participation rate | 96.6% | 78.6%+18.0pp | 82.4%+14.2pp | 73.7%+22.9pp |
| Annual return | -15.35% | 116.19%-131.5pp | 572.31%-587.7pp | 12.16%-27.5pp |
| Employer contribution / active EE | $3,380 | $3,666-7.8% | $4,815-29.8% | $2,846+18.7% |
| Participant deferral / active EE | $7,402 | $7,711-4.0% | $7,448-0.6% | $4,805+54.0% |
| Admin fee / account holder | $107 | $119-10.3% | $10,007-98.9% | $133-19.6% |