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 | $58,410 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,609 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,421 | $46,332+304.5% | $143,799+30.3% | $64,819+189.1% |
| Participation rate | 96.5% | 64.2%+32.3pp | 80.3%+16.2pp | 71.5%+25.0pp |
| Annual return | -16.52% | -10.05%-6.5pp | -0.04%-16.5pp | 32.84%-49.4pp |
| Employer contribution / active EE | $8,730 | $1,911+356.8% | $4,952+76.3% | $2,507+248.2% |
| Participant deferral / active EE | $19,385 | $2,647+632.2% | $5,638+243.8% | $4,311+349.7% |
| Admin fee / account holder | $156 | $154+1.5% | $14,677-98.9% | $188-16.8% |