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 | $98,676 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,061 |
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 | $81,404 | $107,415-24.2% | $135,974-40.1% | $80,157+1.6% |
| Participation rate | 97.3% | 78.0%+19.3pp | 81.9%+15.4pp | 72.9%+24.4pp |
| Annual return | 21.56% | 91.99%-70.4pp | 68.30%-46.7pp | 40.39%-18.8pp |
| Employer contribution / active EE | $3,306 | $3,878-14.7% | $4,859-32.0% | $2,977+11.0% |
| Participant deferral / active EE | $8,010 | $8,189-2.2% | $7,760+3.2% | $5,015+59.7% |
| Admin fee / account holder | $98 | $127-23.1% | $10,767-99.1% | $145-32.6% |